Bank Trust Service Relationship Manager
Current
Aug 2024 - Present
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Gerardo Perez Email & Phone Number
Bank Trust Service Relationship Manager @ AssetMark | Economics Degree
at
AssetMark
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Bank Trust Service Relationship Manager @ AssetMark | Economics Degree
Location
Greater Phoenix Area, United States, United States
Company size
Who is Gerardo Perez? Overview
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Quick answer
Gerardo Perez is listed as Bank Trust Service Relationship Manager @ AssetMark | Economics Degree at AssetMark, a company with 640 employees, based in Greater Phoenix Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Gerardo Perez.
Gerardo Perez previously worked as Bank Trust Service Relationship Manager at Assetmark and Senior Client Service Administrator at Charles Schwab. Gerardo Perez holds Bachelor'S Degree, Economics from Arizona State University.
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Email format at AssetMark
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AssetMark
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Profile bio
About Gerardo Perez
With over four years in the financial services industry, my core competencies include client relationship management, process optimization, and data analytics. At AssetMark, my mission is to enhance trust services through meticulous data management and customer engagement. My approach aligns with AssetMark's commitment to excellence, and I'm dedicated to leveraging my analytical skills and industry experience to foster long-standing client relationships and drive strategic initiatives.At Charles Schwab, my role as Senior Client Service Administrator honed my ability to manage complex client portfolios and maintain high service levels. I successfully processed a multitude of financial settlements and managed data with precision, ensuring accuracy and compliance. My focus on developing and sustaining client relationships, coupled with a keen eye for detail in data reconciliation and reporting, reflects my dedication to operational excellence and customer satisfaction.
Current workplace
Gerardo Perez's current company
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Assetmark
8 roles
Gerardo Perez work experience
A career timeline built from the work history available for this profile.
Senior Client Service Administrator
- Serve as primary Client Service Administrator for plans with various levels of complexity and size.- Process daily settlement activities such as exercises, lapses, employee stock purchase plans, and dividend payouts.- Daily data management which included file loads, reconciliation, and reporting.- Develop and maintain long-term client relationships.
Apr 2022 - Aug 2024
Operations Service Administrator - Associated Persons
- Administered over 1500+ firms that have electronic feeds with Vanguard.- Served as leader for 10+ crew members that helped with maintenance of electronic feeds already established.- Coordinated with compliance vendors, firms, compliance, and IT department to establish/maintain electronic feeds for firms.- Collaborated with IT and compliance departments.
Jul 2020 - Feb 2022
Retirement Operations Specialist
- Served as Intern Service Administrator for all retirement transactions (Excess removals, 401k rollovers, IRA conversions, etc..), and provided support to crew and business partners.- Trained new and existing crew to be fully successful in their role.- Served as point of contact for elevated client situations to provide fast and accurate resolution.- Lead.
Feb 2017 - Jul 2020
Accounting Clerk
Us Distributing
Nov 2016 - Feb 2017
Sales Associate
Feb 2016 - Nov 2016
Jan 2016 - Jun 2016
Administrative Assistant
Ascension Senior Care
Jan 2012 - Dec 2012
Team & coworkers
Colleagues at AssetMark
Other employees you can reach at assetmark.com. View company contacts for 640 employees →
RN
Ryan Nolan
Colleague at Assetmark
Greater Phoenix Area, United States
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MM
Madelynn Mcneil
Colleague at Assetmark
Nashville, Tennessee, United States, United States
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MZ
Mike Zarren, Bfa™
Colleague at Assetmark
Brookeville, Maryland, United States, United States
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EN
Elizabeth N. E.
Colleague at Assetmark
Avondale, Arizona, United States, United States
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AA
Anshu Agarwal
Colleague at Assetmark
San Ramon, California, United States, United States
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KK
Krisesh Kanchi
Colleague at Assetmark
Concord, California, United States, United States
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AH
Ann Huchingson
Colleague at Assetmark
Lafayette, California, United States, United States
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AH
Andrew Hart
Colleague at Assetmark
Bonney Lake, Washington, United States, United States
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SN
Shannon Newman-Brooks
Colleague at Assetmark
Concord, California, United States, United States
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JA
Jose A. Gallegos
Colleague at Assetmark
Alameda, California, United States, United States
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Ryan Nolan
Colleague at Assetmark
Greater Phoenix Area, United States
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MM
Madelynn Mcneil
Colleague at Assetmark
Nashville, Tennessee, United States, United States
View →
MZ
Mike Zarren, Bfa™
Colleague at Assetmark
Brookeville, Maryland, United States, United States
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EN
Elizabeth N. E.
Colleague at Assetmark
Avondale, Arizona, United States, United States
View →
AA
Anshu Agarwal
Colleague at Assetmark
San Ramon, California, United States, United States
View →
KK
Krisesh Kanchi
Colleague at Assetmark
Concord, California, United States, United States
View →
AH
Ann Huchingson
Colleague at Assetmark
Lafayette, California, United States, United States
View →
AH
Andrew Hart
Colleague at Assetmark
Bonney Lake, Washington, United States, United States
View →
SN
Shannon Newman-Brooks
Colleague at Assetmark
Concord, California, United States, United States
View →
JA
Jose A. Gallegos
Colleague at Assetmark
Alameda, California, United States, United States
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2 education records
Gerardo Perez education
Bachelor'S Degree, Economics
Associate'S Degree, Business Administration And Management, General
FAQ
Frequently asked questions about Gerardo Perez
Quick answers generated from the profile data available on this page.
What company does Gerardo Perez work for?
Gerardo Perez works for AssetMark.
What is Gerardo Perez's role at AssetMark?
Gerardo Perez is listed as Bank Trust Service Relationship Manager @ AssetMark | Economics Degree at AssetMark.
Where is Gerardo Perez based?
Gerardo Perez is based in Greater Phoenix Area, United States, United States while working with AssetMark.
What companies has Gerardo Perez worked for?
Gerardo Perez has worked for Assetmark, Charles Schwab, Vanguard, Us Distributing, and State Farm.
Who are Gerardo Perez's colleagues at AssetMark?
Gerardo Perez's colleagues at AssetMark include Ryan Nolan, Madelynn Mcneil, Mike Zarren, Bfa™, Elizabeth N. E., and Anshu Agarwal.
How can I contact Gerardo Perez?
You can use AeroLeads to view verified contact signals for Gerardo Perez at AssetMark, including work email, phone, and LinkedIn data when available.
What schools did Gerardo Perez attend?
Gerardo Perez holds Bachelor'S Degree, Economics from Arizona State University.
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