Carlos Perez Email and Phone Number
Carlos Perez work email
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Carlos Perez personal email
Carlos Perez is a Senior Financial Consultant at Comerica Wealth Management. He possess expertise in sports, event management, sports marketing, public relations, public speaking and 17 more skills.
Comerica Wealth Management
View- Website:
- comerica.com/wealth-management.html
- Employees:
- 141
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Senior Financial ConsultantComerica Wealth ManagementHouston, Tx, Us
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Vice President - Private Client AdvisorJ.P. Morgan Wealth Management Oct 2022 - PresentHouston, Texas, United States
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Senior Financial ConsultantComerica Wealth Management Jun 2017 - Present
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Wealth AdvisorFrost Investment Services Jul 2019 - Oct 2022Houston, Texas -
Financial AdvisorRbc Wealth Management Mar 2016 - Jul 2019Houston, Texas AreaRBC Wealth Management is one of the world’s top 5 largest wealth managers. RBC Wealth Management directly serves high-net-worth and ultra-high net worth clients in Canada, the United States, Latin America, Europe, the Middle East, Africa and Asia with a full suite of private banking, investment, trust and other wealth management solutions. The business also provides asset management products and services directly and through RBC and third-party distributors to institutional and individual clients, through its RBC Global Asset Management Group. -
Private Wealth AdvisorMerrill Lynch Apr 2013 - Mar 2016 -
Private Wealth AdvisorMorgan Stanley Private Wealth Management May 2012 - Apr 2013We provide highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations with $20 million or more in investable assets. As Morgan Stanley's premier service for individuals and families with significant means, we specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments. -
Player AgentSelect Sports Group Nov 2009 - Apr 2012We provide sports representation and management services to professional athletes, principally professional baseball players, in contract negotiation, marketing and endorsements, public relations, legal counseling, and related areas.
Carlos Perez Skills
Carlos Perez Education Details
Frequently Asked Questions about Carlos Perez
What company does Carlos Perez work for?
Carlos Perez works for Comerica Wealth Management
What is Carlos Perez's role at the current company?
Carlos Perez's current role is Senior Financial Consultant.
What is Carlos Perez's email address?
Carlos Perez's email address is ca****@****rbc.com
What schools did Carlos Perez attend?
Carlos Perez attended University Of Houston.
What skills is Carlos Perez known for?
Carlos Perez has skills like Sports, Event Management, Sports Marketing, Public Relations, Public Speaking, Financial Advisory, Strategic Financial Planning, Financial Markets, Bilingual, Contract Negotiation, Management, Wealth Management.
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