Nancy Perez
Managing Director, Wealth Consultant
- Role
- Wealth Consultant at First Citizens Bank
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Consultant
Mar 2023 — Present
Education
University of Miami Herbert Business School
Bachelor of Business Administration (BBA), Finance, General
1990 — 1993
Skills
- Program Management
- Investments
- Analysis
- Leadership
- Community Outreach
- Valuation
- Asset Allocation
- Mutual Funds
- Strategic Planning
- Strategy
- Non-Profits
- Equities
- Investment Management
- Coaching
- Program Development
- Management
- Entrepreneurship
- Nonprofits
- Public Speaking
- Financial Analysis
- Investment Strategies
- Alternative Investments
- Asset Managment
- New Business Development
- Asset Management
- Portfolio Management
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