Ruben Perez's Location
Florida, United States
Ruben Perez's Work
- Director, Investment Operations and Support @ Mariner Wealth Advisors
- Director, Operations and Portfolio Implementation @ FitzRoy Investment Advisors
- Wealth Management Operations Officer @ Mercantil Commercebank N.A.
- Sr. Operations Data Analyst @ Mercantil Commercebank N.A.
- Relationship Banker @ JPMorgan Chase & Co.
Ruben Perez's Education
- University of Florida
Master of Business Administration - MBA
2022 - 2024 - Manhattan College
Bachelor's degree (Finance)
2006 - 2009
Ruben Perez's Skills
- Finance
- Investments
- Financial Analysis
- Trading
- Portfolio Management
- Wealth Management
- Banking
- Axys
- Mutual Funds
- Securities
Ruben Perez's Summary
Ruben Perez, based in Florida, United States, is currently a Director, Investment Operations and Support at Mariner Wealth Advisors, bringing experience from previous roles at FitzRoy Investment Advisors, Mercantil Bank and JPMorgan Chase. Ruben Perez holds a 2022 - 2024 Master of Business Administration - MBA @ University of Florida. With a robust skill set that includes Finance, Investments, Financial Analysis, Trading, Portfolio Management and more, Ruben Perez contributes valuable insights to the industry. Ruben Perez has 2 emails on RocketReach.
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