Daniel Perez
Vice President Financial Consultant at Fidelity Investments | Miami, Florida, United States
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Vice President Financial Consultant at Fidelity Investments in December 2022 to Present
Financial Consultant at Fidelity Investments in May 2020 to December 2022
Investment Consultant at Fidelity Investments in July 2019 to May 2020
Relationship Manager at Fidelity Investments in May 2018 to July 2019
Investment Consultant at Scottrade in November 2015 to March 2018
Registered Representative at MassMutual Financial Group in July 2014 to November 2015
Bilingual Branch Intern at Scottrade in January 2014 to October 2014
Business Development Analyst at NOU Capital in April 2013 to August 2013
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Florida International University - College of Business, Master of Science (MS), June 2026
Florida International University, Bachelor of Business Administration (BBA), June 2026
Christopher Columbus High School, June 2026
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Bilingual
Microsoft Office
Customer Service
Negotiation
Sales
Project Management
Brand Development
Social Media Marketing
Start-ups
Entrepreneurship
Business Development
Marketing
International Business
International Sales
Investments
Finance
Emerging Markets
Insurance
Life Insurance
Retirement
Retirement Planning
Estate Planning
College Savings Plans
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Discover more about Fidelity InvestmentsWhat is Daniel Perez Cfp(r) email address?
Email Daniel Perez Cfp(r) at [email protected] and [email protected]. This email is the most updated Daniel Perez Cfp(r)'s email found in 2026.
How to contact Daniel Perez Cfp(r)?
To contact Daniel Perez Cfp(r) send an email to [email protected] or [email protected]. (updated on August 27, 2024)
What company does Daniel Perez work for?
Daniel Perez works for Fidelity Investments
What is Daniel Perez's role at Fidelity Investments?
Daniel Perez is Vice President Financial Consultant
What is Daniel Perez's Phone Number?
Daniel Perez's phone (305) ***-*850
What industry does Daniel Perez work in?
Daniel Perez works in the Financial Services industry.
Daniel Perez Email Addresses
Daniel Perez Phone Numbers
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