Will Perez Email & Phone Number
Founder and Chief Executive Officer
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Will Perez Location
- Florida, United States
Will Perez Work
- Founder and Chief Executive Officer @ ORDANIS Private Wealth Administration (June 2026 - Present)
- Chief Executive Officer @ (March 2024 - Present)
- Private Banker, Vice President @ (October 2020 - June 2024)
- Private Banking Team Lead @ (March 2020 - October 2020)
- Senior Private Banker @ (January 2019 - March 2020)
- Private Banker @ (May 2015 - January 2019)
- Financial Center Manager @ (April 2011 - May 2015)
- Branch Manager @ (January 2007 - April 2011)
- Trust Analyst @ (January 2004 - January 2007)
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 Founder and Chief Executive Officer at ORDANIS Private Wealth Administration. Will Perez brings experience from previous roles at PCM Family Office, 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 2 emails and 2 mobile phone numbers on RocketReach.
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