Nancy Perez

Nancy Perez Email and Phone Number

Managing Director, Wealth Consultant @ First Citizens Bank
Nancy Perez's Location
Miami, Florida, United States, United States
Nancy Perez's Contact Details

Nancy Perez personal email

n/a

Nancy Perez phone numbers

About Nancy Perez

Nancy Perez is a Managing Director, Wealth Consultant at First Citizens Bank. She possess expertise in investments, portfolio management, strategic planning, asset allocation, mutual funds and 21 more skills.

Nancy Perez's Current Company Details
First Citizens Bank

First Citizens Bank

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Managing Director, Wealth Consultant
Website:
firstcitizens.com
Employees:
17773
Nancy Perez Work Experience Details
  • First Citizens Bank
    First Citizens Bank
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  • First Citizens Wealth Management (Ia & Mn)
    Wealth Management Consultant
    First Citizens Wealth Management (Ia & Mn) Mar 2023 - Present
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  • Svb Private
    Managing Director, Senior Wealth Advisor
    Svb Private Nov 2011 - Nov 2024
    Registered investment adviser specializing in the management of security portfolios for individuals, trusts, and pension and profit sharing plans. Her extensive and diverse background includes portfolio management, investment strategy, fundamental security valuation analysis, and performance attribution. Boston Private is now an SVB company. Learn more about the integration of Boston Private and SVB Financial Group, the parent of Silicon Valley Bank, at www.bostonprivate.com/svb.Together SVB and Boston Private are well positioned to meet and exceed your expectations of service and deliver the understanding, guidance and solutions to build your wealth and expand opportunities for generations to come. We offer a full spectrum of wealth, trust and banking services to give you the one trusted resource you need to simplify and strengthen your financial life.
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  • Women'S Fund Of Miami Dade
    Former Board Member
    Women'S Fund Of Miami Dade Jul 2007 - Jul 2012
    Miami, Fl, Us
    For nearly two decades, the Women’s Fund of Miami Dade is a flourishing source of funding for programs and initiatives that advocate on behalf of the women and girls in our community, ending violence against women, and increasing economic security for families. They have awarded over $3 million to more than 400 gender specific programs serving thousands of women and girls, have played an important role in encouraging the development of programs designed to meet the needs of women and girls, and strengthening existing gender-specific programs.
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  • Earl M. Foster Associates
    Senior Investment Officer
    Earl M. Foster Associates Jan 1992 - Nov 2011

Nancy Perez Skills

Investments Portfolio Management Strategic Planning Asset Allocation Mutual Funds Asset Management Nonprofits Public Speaking Financial Analysis Investment Management Investment Strategies Valuation Leadership Non Profits Management Strategy Asset Managment Equities Alternative Investments Analysis Coaching Program Development Community Outreach Program Management Entrepreneurship New Business Development

Nancy Perez Education Details

  • University Of Miami Herbert Business School
    University Of Miami Herbert Business School
    General

Frequently Asked Questions about Nancy Perez

What company does Nancy Perez work for?

Nancy Perez works for First Citizens Bank

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

Nancy Perez's current role is Managing Director, Wealth Consultant.

What is Nancy Perez's email address?

Nancy Perez's email address is np****@****ewm.com

What is Nancy Perez's direct phone number?

Nancy Perez's direct phone number is +130523*****

What schools did Nancy Perez attend?

Nancy Perez attended University Of Miami Herbert Business School.

What skills is Nancy Perez known for?

Nancy Perez has skills like Investments, Portfolio Management, Strategic Planning, Asset Allocation, Mutual Funds, Asset Management, Nonprofits, Public Speaking, Financial Analysis, Investment Management, Investment Strategies, Valuation.

Who are Nancy Perez's colleagues?

Nancy Perez's colleagues are Darcy Diedrich, Demonte James, Mba, Dave Mishriki, Bill Finster, Veltrice Higginbotham, Joshua M., Gwen Porcaro.

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