Carlos Perez
Personal Financial Counselor @Magellan Federal
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WORK HISTORY
Personal Financial Counselor @Magellan Federal
Arlington, VA, US
Provide the full breadth of personal financial counseling services to military service members and their families at military installations. Conduct education, counseling, consultation with key personnel, conducting briefings and presentations, and providing referral resources to a participants. Work closely with the installation and military branch Points of Contact (POC) to assure that the counseling program is provided within scope and meets the needs of the installation.
EDUCATION
Stanford University Graduate School of Business
Master of Business Administration (MBA)
United States Military Academy at West Point
Bachelor of Science (BS)
U.S. Army Command and General Staff College
Diploma
Industrial College of the Armed Forces, National Defense University
Master of Science (MS)
ABOUT CARLOS PEREZ
Army Veteran with C-Suite experience passionate about creating value through strategic planning, process improvement, and sound financial decision making. Areas of expertise and experience: Strategic Planning • Business Operations • Corporate Finance • Personal Finance • Leader Development • Team Building • Non-Profit Operations & Governance • Government Fiscal Programming, Planning, and Budgeting
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