Vivian Perez

Licensed & Certified Financial Professional

Role
Money Coach Presenter at My Secure Advantage®
Location
Sacramento, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Vivian Perez

Vivian Perez is a licensed and certified Financial Professional. Over the last 15 years, Vivian has helped individuals and businesses alike to overcome major financial obstacles and achieve breakthrough results. A champion for personal, and professional success, she is driven by a relentless passion to help others reach financial independence. In the last seven years Vivian has blazed a trail by training, and developing 3 financial offices across the United States. World Financial Group, a TransAmerica Company has become a vehicle for Vivian Perez to educate, and promote financial literacy, and ultimately transform lives. Diamond Leadership Development, a branch under the WFG organization, has recognized Vivian for leadership, top recruiting, and production.Vivian’s entrepreneurial spirit took flight with Ladies Touch Entertainment, which became a staple name in the Los Angeles area for quality events and travel. With this venture, Vivian Perez implemented her leadership skills, and business savvy to powerfully implement a marketing strategy to create and promote events. In this role, her innate ability to lead, and develop professionals was realized. Vivian’s approach to life and business exemplifies the strategies she uses to help her team, and her clients to live theirs lives on a new trajectory, and get what they really want in their lives. Vivian Perez can be reached at v••••••••@gmail.com

Experience

  1. Money Coach Presenter

    My Secure Advantage®

    Dec 2016 — Present · Sacramento, CA, US

    Coach and present to employees of Fortune 500 companies on how money works- Budgeting, Debt Management, Credit Repair, ID Theft Recovery, Investment and Insurance needs.

Education

  • LaGuardia Community College

    Liberal Arts and Sciences/Liberal Studies

    1997 — 1999

Skills

  • Sales
  • Business Strategy
  • Powerpoint
  • Microsoft Excel
  • Business Analysis
  • Strategic Planning
  • Social Media
  • Marketing Strategy
  • Business Development
  • Small Business
  • Marketing
  • New Business Development
  • Risk Management
  • Financial Analysis
  • Finance
  • Event Planning
  • Leadership
  • Management
  • Team Building
  • Insurance
  • Customer Service
  • Entrepreneurship
  • Microsoft Word
  • Public Speaking

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Vivian Perez — Money Coach Presenter at My Secure Advantage® in Sacramento, CA, US | Unifers