Trisha Perez's Location
Temecula, CA, US
Trisha Perez's Work
- Compliance Consultant, Assistant Vice President @ Wells Fargo
- Investment Management Specialist, Assistant Vice President @ Wells Fargo Private Bank
- Senior Registered Securities Operations Specialist @ Wells Fargo Advisors
Trisha Perez's Education
- National University
Master of Science (MS) (Organizational Leadership)
- National University
Bachelor's degree (Business Administration and Management, General)
Trisha Perez's Skills
- Loans
- Banking
- Credit
- Mortgage Lending
- Portfolio Management
- Investments
- Series 7
- Consumer Lending
- Commercial Lending
- Customer Service
Trisha Perez's Summary
Trisha Perez, based in Temecula, CA, US, is currently a Compliance Consultant, Assistant Vice President at Wells Fargo, bringing experience from previous roles at Wells Fargo Private Bank and Wells Fargo Advisors. Trisha Perez holds a Master of Science (MS) in Organizational Leadership @ National University. With a robust skill set that includes Loans, Banking, Credit, Mortgage Lending, Portfolio Management and more, Trisha Perez contributes valuable insights to the industry. Trisha Perez has 2 emails and 1 mobile phone number on RocketReach.
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