Glad Perez Email & Phone Number

United States

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

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

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.

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

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

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

B.B.A., General Business

Mini-Mba, Executive Program

Education record

Certification, Advanced Management Program

Certification, Ceo Institute: Strategic Planning Program