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Will Perez Location
Florida, United States
Will Perez Work
2024 -now Chief Executive Officer @
2020 -2024 Private Banker, Vice President @
2020 -2020 Private Banking Team Lead @
2019 -2020 Senior Private Banker @
2015 -2019 Private Banker @
2011 -2015 Financial Center Manager @
2007 -2011 Branch Manager @
2004 -2007 Trust Analyst @
Will Perez Education
University of South Florida
BS (Finance)
Will Perez Skills
Banking
Credit
Loans
Mortgage Lending
Customer Service
Financial Analysis
Portfolio Management
Management
Credit Analysis
Risk Management
private
Private Banking
Financial Services
Small Business Lending
Commercial Lending
Consumer Lending
Retail Banking
Finance
Loan Origination
Cross Selling
Lines Of Credit
Relationship Management
Business Relationship Management
Waxing
Glendale
Merchandise
Printing
Yahoo
Vendors
History
Warehousing
Floors
Sonic
Automotive
Hoover
Driving
Stocks
Tampa
Rentals
Data Logging
Grill
Budgets
Automobile
Supply
Bar
Instant Messaging
Paper
Volvo
Coordinate
Will Perez Summary
Will Perez, based in Florida, United States, is currently a Chief Executive Officer at PCM Family Office. Will Perez brings experience from previous roles at J.P. Morgan and Fifth Third Private Bank. Will Perez holds a BS in Finance @ University of South Florida. With a robust skill set that includes Banking, Credit, Loans, Mortgage Lending, Customer Service and more. Will Perez has 1 emails and 2 mobile phone numbers on RocketReach.
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