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Rick Perez Location
Texas, United States
Rick Perez Work
2024 -now Corporate Vice President, Head of Client Service Center (Group Benefits Solutions) @
2023 -2024 Director, Client Service Center (Group Benefits Solutions) @
2019 -2023 Manager, Variable Annuities Service Center @
2016 -2019 Senior Service Center Representative @
2015 -2016 Financial Advisor @
2010 -2015 Director of Operations @
2009 -2010 Franchise Owner and Operator @ ParriPollo Restaurant
2007 -2010 Event Manager @ Bacara Event Center
Rick Perez Education
University of North Texas
Rick Perez Skills
Operations Management
Leadership
Operations
Series 7
Team Building
Venue Management
Sponsorship
Finance
Sales Management
Retirement Planning
Wealth Management
Investments
Financial Services
Portfolio Management
Rick Perez Summary
Rick Perez, based in Texas, United States, is currently a Corporate Vice President, Head of Client Service Center (Group Benefits Solutions) at New York Life Insurance Company. Rick Perez brings experience from previous roles at New York Life Insurance Company and Ameriprise Financial Services, LLC. Rick Perez holds a University of North Texas. With a robust skill set that includes Operations Management, Leadership, Operations, Series 7, Team Building and more. Rick Perez has 3 emails and 4 mobile phone numbers on RocketReach.
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