Teresa Perez
Wealth Management Consultant
- Role
- Wealth Management Consultant at Saybrus Partners
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Teresa Perez
I am an energetic and ambitious professional with sales experience in insurance, annuities, mutual funds, separately managed accounts, and ETFs. I thrive on service to others, educating people on financial solutions, and problem-solving.
Experience
Wealth Management Consultant
Sep 2024 — Present · Houston, TX, US
Education
The University of Texas at Austin
Bachelor of Arts - BA
Skills
- Integrity
- Series 63
- Universal Life
- Fixed Annuities
- Series 6
- Term Life Insurance
- Life Insurance
- Mutual Funds
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