Fernando Perez

Experience

1. Managing Partner

   Pinnacle Dealer Solutions

   Mar 2016 — Present

   Based in Southern California, Pinnacle Dealer Solutions is a medium sized Dealer services agency and independent provider of finance and insurance (F&I) products throughout the automotive industry. We provide \"Real World\" F&I training and consulting to various automotive clients in numerous states. Our managing partners & agents provide services to over 53 Automotive Dealerships and Dealer Groups representing all manufacturer makes and models. Our core philosophy of being hands on and providing transparency to Dealers is key to our service strategy. As a medium sized Dealer services agency we are small enough to always live up to our service strategy and always be available for our clients. We believe in bringing hands-on, round the clock service, built around our client\'s needs and operating hours.As Managing partner, I bring 19 years of Retail Automotive experience along with 8 years of Corporate F&I company perspective and underwriting experience. Our firm services include assisting Dealers with Buy/Sell negotiations, Dealer Owned Warranty Companies (DOWC) & all Reinsurance structures, F&I training & compliance processes, along with Property Casualty & Commercial Insurance consulting. Whether it’s creating customized F&I products or programs that only you have and others don\'t or doing a top-down analysis of your operation we are here and have the team and experience to back it up.

Skills

• Financial Modeling
• Financial Planning
• Financial Analysis
• Negotiation
• Customer Retention
• Due Diligence
• Forecasting
• Managerial Finance
• Risk Management
• Strategy
• Training
• Strategic Financial Planning
• Financial Reporting
• Sales Management
• Business Strategy
• Internal Controls
• Management
• Team Building
• Business Planning
• Automotive
• Strategic Planning
• Profit
• Finance
• Sales