Sergio Perez
Vice President, Lending, Nmls 1160493, Ca Dre 01979484 @Prefer
San Francisco, CA, US
EMAILS
MOBILE NUMBERS
+14•••••••24
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WORK HISTORY
Feb 2024 — Present
Vice President, Lending, Nmls 1160493, Ca Dre 01979484 @Prefer
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CA, US
EDUCATION
2013 — 2016
College of San Mateo
Computer Science
SKILLS
Pricing StrategyCustomer ServicePricing AnalysisPublic SpeakingFinancial ServicesFinancial StatementsMobile MarketingCredit ReportingSemEvent PlanningFinancial ReportingCredit AnalysisManagementBrand DevelopmentWholesale LendingB2b MarketingWeb AnalyticsFinancial RiskSocial MediaFinancial MarketsFinancial ModelingMarketing CommunicationsB2bDirect MarketingFinancial PlanningCreative Problem Solver with Pragmatic Business SenseCompetitive AnalysisStart-UpsE-CommerceCredit ReportsResults Driven and Very EnterpreneurialMarketingFinancial Management ServicesCredit RiskPublic RelationsSponsorshipFinancial AnalysisFinancial AuditsLeadershipProduct Marketing
ABOUT SERGIO PEREZ
I am a real estate capital provider in California.I lead a statewide team of advisors and specialists who serve Brokers, Attorneys, CPAs, Financial Advisors, and their clients. We deliver funding and liquidity advice and solutions to help them optimize their capital structure, improve cash flow, and invest for the future. I also co-lead the firm\'s real estate investment sales team.NMLS11•••93, BRE01••••84.
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