Sandy Perez Email & Phone Number
Registered Wealth Management Client Associate @ Merrill Lynch
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Sandy Perez Location
- Los Angeles, CA, US
Sandy Perez Work
- Registered Wealth Management Client Associate @ (January 2019 - Present)
- AVP, Client Sales and Services Officer @ (April 2006 - December 2018)
- Premier Relationship Specialist @ (July 2004 - April 2006)
- Personal Banker @ (April 2003 - July 2004)
- Account Executive @ Dream Express (August 2002 - April 2003)
- Administrative Assistant @ Law Offices of Anthony P. Chan, Esq. (June 1997 - August 2002)
Sandy Perez Education
- California State Polytechnic University-Pomona
Bachelor of Science - BS (Human Resources Management and Services)
1995-2000
Sandy Perez Skills
- Banking
- Business Planning
- Customer Satisfaction
- Customer Service
- Loans
- Mandarin
- Marketing Strategy
- Microsoft Office
- Microsoft Outlook
- Mortgage Lending
- Networking
- Problem Solving
- Sales
- Sales Management
- Team Building
- Time Management
- Training
Sandy Perez Summary
- Sandy Perez, based in Los Angeles, CA, US, is currently a Registered Wealth Management Client Associate at Merrill Lynch. Sandy Perez brings experience from previous roles at U.S. Trust, Bank of America and Dream Express. Sandy Perez holds a 1995 - 2000 Bachelor of Science - BS in Human Resources Management and Services @ California State Polytechnic University-Pomona. With a robust skill set that includes Banking, Business Planning, Customer Satisfaction, Customer Service, Loans and more. Sandy Perez has 1 emails on RocketReach.
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