Glad Perez

Glad Perez Email and Phone Number

Senior Financial Advisor and Managing Partner @ Indigo Wealth Management
United States
Glad Perez's Location
United States, United States
Glad Perez's Contact Details

Glad Perez personal email

n/a

Glad Perez phone numbers

About Glad Perez

Glad has worked in financial services since 2005. Her goal is to provide every client with targeted, comprehensive financial advice and portfolio management services delivered with the highest level of personal service and professional integrity. Glad’s clients enjoy an experience that provides the perspective and tools to take control of their financial world by leveraging her vast network of professional experts to ensure all aspects of planning is optimized and every goal is well cared for.Prior to joining the firm, she was VP of Marketing & E-Commerce at Affinity Federal Credit Union, the largest credit union in NJ. She led programs offering an array of personal and business financial services to members, companies and organizations. While there, Glad served on the Board of Affinity Investment Services, LLC and was an integral part of the Senior Leadership Team for 4 years. Prior to that, Glad worked at AT&T for nearly 20 years in various Senior Leadership positions where she led many successful product and service launches in domestic, global and multicultural markets across a myriad of channels. Glad has lived and worked overseas.In addition, Glad is a BNI Director Consultant and Past Chapter President. She provides support, coaching and training in support of the membership so they make utilize BNI to their fullest advantage. Glad contributes to the growth, development and retention of BNI. Glad graduated from Pace University’s Lubin’s School of Business with a B.B.A. and holds a mini-MBA certificate from the American Management Association. She has received numerous honors, including Who’s Who of Executives and Professionals and Who’s Who in America. Glad has held a real estate license since 1988. Specialties: Comprehensive Financial Planning, Investment Advice, Wealth Management, Retirement Planning, Insurance Planning, Excellent Leadership Skills, Strategic Planning and Implementation, Brand Management, Marketing, Mass Media and Advertising Specialist, Employee Coaching and Development, New Product and Service Launches, Multicultural/Global/Domestic Markets Experience, Direct Marketing Communications, Interactive/Web Marketing, Marketing Research, E-Commerce, Search Engine Marketing and Optimization

Glad Perez's Current Company Details
Indigo Wealth Management

Indigo Wealth Management

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Senior Financial Advisor and Managing Partner
United States
Website:
indigowealthmanagement.com
Employees:
1
Glad Perez Work Experience Details
  • Indigo Wealth Management
    Senior Financial Advisor And Managing Partner
    Indigo Wealth Management
    United States
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  • Indigo Wealth Management
    Senior Financial Advisor & Managing Partner
    Indigo Wealth Management Jan 2019 - Present
    Basking Ridge, Nj
    Independent fee-based registered investment advisor. The overall goal is to provide customized strategies to help individuals, families and businesses meet their life and financial goals by providing financial planning services for all stages of life: comprehensive financial planning, education, retirement, estate/eldercare, legacy and job transition planning and more. We offer a broad range of investment strategies for a wide range of personal financial situations, including: 401Ks, IRAs… Show more Independent fee-based registered investment advisor. The overall goal is to provide customized strategies to help individuals, families and businesses meet their life and financial goals by providing financial planning services for all stages of life: comprehensive financial planning, education, retirement, estate/eldercare, legacy and job transition planning and more. We offer a broad range of investment strategies for a wide range of personal financial situations, including: 401Ks, IRAs, Roth IRAs, pension/cash balance review, annuities, 529 college savings plans, life and long-term care insurance, purchasing/selling a home, gifting, retirement planning, charitable donations and more. We provide unbiased products and services highly customized to meet clients’ individual and unique needs. Contact Glad at 908.333.0885.Basking Ridge, NJ 07920908.333.0885www.indigowealthmanagment.comInvestment Advisory services provided through Aurora Private Wealth, Inc., a Registered Investment Advisor. Certain representatives of Aurora Private Wealth are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211. Show less
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  • Bni Global
    Bni Director Consultant, Past Chapter President
    Bni Global Jun 2017 - Mar 2024
    Somerset County, Nj
    BNI Director Consultant and Past Chapter President. Provide support, coaching and training in support of the membership so they can utilize BNI to their fullest advantage. Contribute to the growth, development and retention of BNI. The mission of BNI is to help members increase their business through a structured, positive and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals. Founded in… Show more BNI Director Consultant and Past Chapter President. Provide support, coaching and training in support of the membership so they can utilize BNI to their fullest advantage. Contribute to the growth, development and retention of BNI. The mission of BNI is to help members increase their business through a structured, positive and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals. Founded in 1985, BNI is the world’s largest referral organization in the world. With over 10,800 chapters meetings every week in more than 79 countries, we have grown to over 300,000 member-businesses. Members have generated over 13.1 million referrals which resulted in more than $20.6 billion in business.BNI Global: https://www.bni.com BNI USA: https://bniamerica.com/en-US BNI New Jersey/Pennsylvania: https://bninjpa.org/en-US BNI Member Profile: http://bit.ly/2SVt3Ij Show less
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  • Insight Private Advisors Llc
    Financial Advisor
    Insight Private Advisors Llc Oct 2008 - Dec 2018
    Basking Ridge, Nj
    Independent fee-based registered investment advisor helping individuals and small businesses meet their financial goals by providing comprehensive financial planning and advice.
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  • Affinity Federal Credit Union
    Vice President - Marketing & E-Commerce
    Affinity Federal Credit Union Jan 2005 - Oct 2008
    Basking Ridge, Nj
    Lead all marketing and e-commerce activity for a $3 billion assets under management credit union offering an array of personal and business financial services to over 137,000 members from more than 2,000 companies and organizations. Affinity is the largest credit union in NJ with four wholly-owned majority-owned credit union service organizations (CUSOs), serving 40+ different credit unions across the country. -- Led all activities associated with the brand (includes 21 retail… Show more Lead all marketing and e-commerce activity for a $3 billion assets under management credit union offering an array of personal and business financial services to over 137,000 members from more than 2,000 companies and organizations. Affinity is the largest credit union in NJ with four wholly-owned majority-owned credit union service organizations (CUSOs), serving 40+ different credit unions across the country. -- Led all activities associated with the brand (includes 21 retail branches), marketing communications, public relations, research and web and technology-based marketing. E-Commerce activities included: website redesign & enhancements, online marketing campaigns, social media and SEO.-- Participated in strategic planning and overall company stewardship.-- Member of the Affinity Investment Services Board and the Senior Leadership Team. Show less
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  • At&T
    Executive Director - Global, Multicultural And Domestic Marketing
    At&T Jul 1985 - Nov 2004
    Basking Ridge, Nj
    Launched and led multicultural (Hispanic, Asian, African-American, Brazilian) / global (Europe, Asia, Latin America, Caribbean, Africa, Canada, Australia, Mexico) / as well as U.S. marketing and marketing communications programs for a variety of products/services. Created and launched various products and service, both in the U.S. and overseas. Created and managed organizational structures. Lived and worked overseas. Accomplishments include:-- Led USADirect (travelers who call back… Show more Launched and led multicultural (Hispanic, Asian, African-American, Brazilian) / global (Europe, Asia, Latin America, Caribbean, Africa, Canada, Australia, Mexico) / as well as U.S. marketing and marketing communications programs for a variety of products/services. Created and launched various products and service, both in the U.S. and overseas. Created and managed organizational structures. Lived and worked overseas. Accomplishments include:-- Led USADirect (travelers who call back to the U.S. from overseas), local and long distance service efforts. -- Launched 10-10345 (dial around), CALL-ATT, prepaid wireless, IP telephony, cable TV, operator-assisted calling, prepaid card and local in multicultural and global markets.-- Launched a co-op marcom program for Europe, Asia and Latin America in over 12 languages.-- Developed AT&T's first multilingual global website, linked to att.com's url.-- Launched DSL, Teleticket (AT&T's first prepaid card) and International Calling Card to general and multicultural markets.-- Led and directed marketing communications managers/agencies in the development of broadcast, print, online advertising and marketing, out-of-home and direct marketing in the U.S. and AT&T Europe/Asia/Africa/Americas in over 85 countries.-- Managed and led associations with major AT&T sponsors such as Disney, World Cup, the Olympics, Major League Soccer and more. Show less
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  • Mcgraw-Hill, Inc.
    Director - Marketing/New Product Development/Marketing Communications
    Mcgraw-Hill, Inc. Jul 1977 - Jul 1985
    New York, Ny
    Launched and managed a variety of products lines across domestic and international markets. Divisions worked included: Professional & Reference Book Division, Corporate Mergers & Acquisition, Business Week, Sweet's Division.-- Generated new business opportunities, including launching 3 profitable new businesses.-- Developed and launched an international catalog sales program that grew from $500,000 in the first year to $2.3 million in the second year. -- Developed and… Show more Launched and managed a variety of products lines across domestic and international markets. Divisions worked included: Professional & Reference Book Division, Corporate Mergers & Acquisition, Business Week, Sweet's Division.-- Generated new business opportunities, including launching 3 profitable new businesses.-- Developed and launched an international catalog sales program that grew from $500,000 in the first year to $2.3 million in the second year. -- Developed and launched a seminar business targeted to architects, engineers and architects across the U.S.-- Editor and production manager of a technical construction catalog. Established work systems with internal and external vendors, resulting in an 80% reduction in expenses.-- Managed P&L statements, balance sheets and income statements for 4 product lines for a profit center with revenues over $600 million. -- Led and supervised all marketing and product teams and managed a $15 million marketing communications budget. Show less

Glad Perez Skills

Leadership Strategy Marketing Business Planning Direct Marketing Strategic Financial Planning Marketing Communications Management Strategic Planning Wealth Management Marketing Strategy Finance Investments Advertising Financial Services Online Advertising Fixed Annuities Social Media E Commerce Brand Management Public Relations Insurance Market Planning Telecommunications Retirement Planning Mutual Funds Team Management Website Creation Marketing Research Budgets B2b Relationship Management Digital Strategy Strategic Thinking Mobile Marketing Investment Strategies Financial Planning Leadership Management International Relations International Marketing Senior Executive Leadership New Product Ideas Variable Annuities Online Marketing Analysis E Commerce Seo Publishing Real Estate License Holistic Health Reiki Meditation

Glad Perez Education Details

Frequently Asked Questions about Glad Perez

What company does Glad Perez work for?

Glad Perez works for Indigo Wealth Management

What is Glad Perez's role at the current company?

Glad Perez's current role is Senior Financial Advisor and Managing Partner.

What is Glad Perez's email address?

Glad Perez's email address is gl****@****lpl.com

What is Glad Perez's direct phone number?

Glad Perez's direct phone number is +190857*****

What schools did Glad Perez attend?

Glad Perez attended Pace University - Lubin School Of Business, American Management Association, Nj Real Estate License, Northwestern University - Kellogg School Of Management, The Wharton School.

What are some of Glad Perez's interests?

Glad Perez has interest in Bni Abu Dhabi, Llc, Bni Chennai Cbd B, Bni Canada, Bni 46 Korea, Ice, Bni News, Bni Trifecta, Achievers Bni, Bni Mercer Tigers.

What skills is Glad Perez known for?

Glad Perez has skills like Leadership, Strategy, Marketing, Business Planning, Direct Marketing, Strategic Financial Planning, Marketing Communications, Management, Strategic Planning, Wealth Management, Marketing Strategy, Finance.

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