Raven Perez
AeroLeads people directory · profile

Raven Perez Email & Phone Number

Client Onboarding Specialist at Strategic Wealth Designers
Location: Houston, Texas, United States 6 work roles 1 school
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Client Onboarding Specialist
Location
Houston, Texas, United States
Company size

Who is Raven Perez? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Raven Perez is listed as Client Onboarding Specialist at Strategic Wealth Designers, a with 26 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Raven Perez.

Raven Perez previously worked as Administrative Marketing at Strategic Wealth Designers and Customer Service Associate at Salient Touch Futbol Academy. Raven Perez holds Bachelor'S Degree, Sociology, Senior from Texas State University.

Company email context

Email format at Strategic Wealth Designers

This section adds company-level context without repeating Raven Perez's masked contact details.

Strategic Wealth Designers

Review company-level records connected to Raven Perez before choosing the right outreach path.

Profile bio

About Raven Perez

I am a dedicated and results-driven professional with a background in sociology, event coordination, client management, and marketing. Currently, I am thriving as a client onboarding specialist at Strategic Wealth Designers. Here, I blend my knack for client services with my dedication to making a difference.With a sociology degree and a minor in psychology, I offer a unique perspective rooted in understanding human behavior and societal dynamics. My expertise lies in data analysis and qualitative research methods, allowing me to drive informed decision-making and provide exceptional service.My experience includes roles in event coordination and marketing, which have sharpened my skills in project management, community outreach, and client relations. One of my proudest moments was serving as Vice President of Student Volunteer Connection, where I spearheaded service events and cultivated meaningful connections within the community.I am driven to create positive change, forge strong relationships, and achieve outstanding results. I'm excited to continue utilizing my skills and experiences to contribute to organizational success, foster impactful change, and advocate for meaningful work.

Current workplace

Raven Perez's current company

Company context helps verify the profile and gives searchers a useful next step.

Strategic Wealth Designers
Strategic Wealth Designers
Client Onboarding Specialist
louisville, kentucky, united states
Employees
26
AeroLeads page
6 roles

Raven Perez work experience

A career timeline built from the work history available for this profile.

Client Onboarding Specialist

Current

Houston, Texas, United States

-Facilitated onboarding for an average of 20 clients per month, managing account openings, transfers, and compliance paperwork-Assisted in transferring over 4 million in new client assets within 4 months, ensuring seamless integration into company management -Conducted an average of 4 paperwork signing appointments and rollover calls per week to enhance client engagement and streamline onboarding processes-Maintained regular communication with external carriers to expedite processing times and improve client satisfaction

Dec 2023 - Present

Administrative Marketing

Houston, Texas, United States

-Implemented and optimized new confirmation procedures, contributing to a 10% increase in appointment stick rate and reducing average days booked out to 15-Assisted in executing 2 events per month, resulting in an average of 40 prospects per event and enhancing prospect outreach-Managed calendars for 4 financial advisors, coordinating appointments, filing records, and analyzing data-Streamlined client outreach processes to boost client engagement across regions and improve overall efficiency

Dec 2022 - Dec 2023

Customer Service Associate

Salient Touch Futbol Academy

Dallas, Texas, United States

-Implemented new technology to improve scheduling and billing efficiency, enhancing overall operational effectiveness-Conducted regular demonstrations and Q&A sessions to increase client engagement with new technology-Contributed to the development of effective strategies that led to increased player retention and satisfaction

May 2020 - Oct 2021

Administrative Assistant

Dallas, Texas, United States

- Increased membership sales by spearheading bi-weekly promotional events - Improved client relations through effective client communications in-store and online- Facilitated recovery treatments for 20-30 clients daily- Regularly exceeded monthly membership sales goals

Jun 2019 - Aug 2021

Event Coordinator

Student Volunteer Connection

San Marcos, Tx

-Created budgets, coordinated with event vendors, and organized 16 awareness events-Executed a charity banquet for 80 attendees to raise awareness of homelessness in Texas-Conducted educational events to increase volunteer engagement among students

May 2020 - May 2021

Event Coordinator, Vice President

Student Volunteer Connection

San Marcos, Texas, United States

-Managed a team of 7 to hit a goal of maintaining 4 service and outreach events each month -Assisted in the restructuring of our organization to be accessible to students during the pandemic-Conducted bi-weekly membership meetings to increase member engagement and retention

Aug 2018 - May 2020
Team & coworkers

Colleagues at Strategic Wealth Designers

Other employees you can reach at askmattdicken.com. View company contacts for 26 employees →

1 education record

Raven Perez education

FAQ

Frequently asked questions about Raven Perez

Quick answers generated from the profile data available on this page.

What company does Raven Perez work for?

Raven Perez works for Strategic Wealth Designers.

What is Raven Perez's role at Strategic Wealth Designers?

Raven Perez is listed as Client Onboarding Specialist at Strategic Wealth Designers.

Where is Raven Perez based?

Raven Perez is based in Houston, Texas, United States while working with Strategic Wealth Designers.

What companies has Raven Perez worked for?

Raven Perez has worked for Strategic Wealth Designers, Salient Touch Futbol Academy, Below Zero Cryotherapy, Llc, and Student Volunteer Connection.

Who are Raven Perez's colleagues at Strategic Wealth Designers?

Raven Perez's colleagues at Strategic Wealth Designers include Sarah Novak, John M. Gehri Cfp, Chfc, Aif, Haven Seltmann, Paige Harman, and Shavanna Pinder.

How can I contact Raven Perez?

You can use AeroLeads to view verified contact signals for Raven Perez at Strategic Wealth Designers, including work email, phone, and LinkedIn data when available.

What schools did Raven Perez attend?

Raven Perez holds Bachelor'S Degree, Sociology, Senior from Texas State University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Raven Perez you were looking for.

View similar profiles