Calixto Perez

First Vice President - Investments, Senior Financial Advisor - PIM Portfolio Manager at Wells Fargo Advisors

Role: First Vice President - Invetsments, Senior Financial Advisor at Wells Fargo Advisors
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Calixto Perez

I am a Senior Financial Advisor and PIM®Portfolio Manager at Wells Fargo Advisors in…

Experience

First Vice President - Invetsments, Senior Financial Advisor
Wells Fargo Advisors
Nov 2023 — Present · Boston, MA, US

Education

Columbia University
Certified Portfolio Manager®
Northeastern University
Bachelor's Degree, Finance and Accounting Management
Massachusetts Institute of Technology
Mechanical Engineering(Course 2) & Economics(Course 14)
1993 — 1996
Harvard University
HKS - Public Leadership

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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About Calixto Perez

Experience

First Vice President - Invetsments, Senior Financial Advisor

Education

Columbia University

Northeastern University

Massachusetts Institute of Technology

Harvard University

Find verified contacts for anyone on LinkedIn