Richard Perea

Richard Perea Email and Phone Number

Principal, Wealth Management Associates, LLC
Richard Perea's Location
St Petersburg, Florida, United States, United States
About Richard Perea

Richard Perea is the Founder and Principal of Wealth Management Associates, LLC ("WMA"​), a firm that served institutional clients only. Originally a financial planning firm, WMA evolved into one that provided its services to clients establishing proprietary trading firms to be owned by other institutions and/or Reg D Qualified Investors. Examples of WMA's former activities include establishing trading relationships (counter-parties) for international fixed-income and options-based proprietary trading firms. In 1999, Richard was awarded the Chairman's Award at American Express Corporation for his role in enabling American Express to seamlessly provide trust and estate services to American Express clients on a global basis. In cooperation with American Express Bank, he established a pilot program for servicing the retail clients of non-U.S. banks in New York. His licensing background includes FINRA Series 7, 63 and 66 Securities Licenses. Richard is a Chartered Financial Consultant (ChFC) Emeritus.Wealth Management Associates is no long actively seeking clients and appreciates the confidence expressed by those individuals and firms associated with WMA over its twenty-year history. In May of 2022 Richard assumed the duties of a Docent at the Museum of Fine Arts in St. Petersburg, Florida--the only encyclopedic fine-arts museum in the State. Richard's focus is late nineteenth-and-early-twentieth-century European art.

Richard Perea's Current Company Details

Principal, Wealth Management Associates, LLC
Richard Perea Work Experience Details
  • Wealth Management Associates, Llc
    Principal
    Wealth Management Associates, Llc Apr 2002 - Dec 2021
    Providing solutions to financial institutions, particularly proprietary trading firms. Our clients and ongoing working relationships have included broker/dealers, bond trading firms and boutique investment banks in the U.S. and abroad.
  • Ing Financial Partners
    Registered Representative
    Ing Financial Partners Jan 2007 - Jun 2011
    Tampa, Fl
    Provided community banks with the opportunity to provide financial services to their customers--on an immediately profitable basis. As a Registered Investment Advisor with ING Financial Partners, worked with an ING Managing Director/colleague-partner to identify and place appropriate financial service representatives in participating banks.
  • Marine Midland Bank, N.A.
    Vice President
    Marine Midland Bank, N.A. Apr 1978 - Mar 1984
    New York And London
    Developed business for the bank's corporate and sovereign risk clients. Syndicated corporate and government agency debt for Latin American and European corporate and public-sector ("sovereign risk") borrowers. Responsibilities included coordinating activities on a deal-specific basis with the bank's offices in New York and London.
  • Chemical Bank
    Assistant Vice President
    Chemical Bank Apr 1975 - Apr 1978
    New York, Ny
    Area manager for the Caribbean. Primary responsibility for establishing and maintaining correspondent banking and multi-national corporate relationships in that area.
  • J. Henry Schroder Banking Corporation
    Assistant Vice President
    J. Henry Schroder Banking Corporation Dec 1973 - Apr 1975
    New York, Ny
    Country manager for Mexico. Originated and syndicated debt for sovereign entities and multi-national corporations. Authored "Investing in Mexico" for corporate publication and client distribution.
  • First National Citi Bank
    Asst. Cashier And Treasurer
    First National Citi Bank Nov 1972 - Dec 1973
    Bogota, Colombia
    Treasurer and money desk manager for Citi's operations in Colombia. Responsibility for cross-currency exposure and funding of corporate lending operations and Citi-owned congenerics.

Richard Perea Education Details

Frequently Asked Questions about Richard Perea

What is Richard Perea's role at the current company?

Richard Perea's current role is Principal, Wealth Management Associates, LLC.

What schools did Richard Perea attend?

Richard Perea attended Princeton University, University Of California.

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