Nicholas Perez Email & Phone Number

Texas, United States

Midland, Texas, United States

Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging. Offering financial planning and investment management services, we proactively connect our clients to each other and to people in our personal and professional network. This strategic connectivity creates distinct investment opportunities, including private placements and club deals, where our clients can co-invest with peer-group families, who share similar goals for their lifestyle and legacy aspirations.

Odessa/Midland, Texas Area

Responsible for implementing all business-building and relationship-building expectations with uniquely assigned accounts and customers and for maintaining and growing personal and small business accounts. Proven results exceeding goals in a customer-centric, results-driven environment Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service. Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals

Odessa/Midland, Texas Area

Sales Supervisor responsible for the daily coaching of 7 employees to ensure that all sales quotas are met and exceeded. Created strategies to develop and expand existing customer sales, which resulted in a 20% increase in monthly sales. Increased sales over 14,000 dollars a month and was ranked 17% higher than the top quartile within the company while over the Camera Department. Monitored customer preferences to determine focus of sales efforts.

Finance And Financial Management Services

High School

Activities and Societies: Business Professionals of America, Project Lead the Way Engineering, The National Youth Leadership Forum.