Dealer Account Manager@ Westlake Financial
Boston, Massachusetts, United States
Emanuel Perez
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Massasoit Community College
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FlashIntel GPTEmanuel Perez is a highly experienced professional with 17.8 years of work experience in the financial industry. He specializes in retirement planning, investments, mutual funds, and strategic financial planning. Currently, he serves as a Dealer Account Manager at Westlake Financial Services in the United States. With a strong background in wealth management and banking, Emanuel has a proven track record in portfolio management and wealth management. His expertise and dedication make him a valuable asset to the company.
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Emails and Phone Numbers
About
Dealer Account Manager at Westlake Financial Services
Work Experience
Dealer Account Manager
Dealer Account Manager
Financial Services
Emanuel Perez's Professional Milestones
- Dealer Account Manager (2011-10-01~): Achieved record-breaking sales by building strong relationships with clients and implementing effective strategies.
- Dealer Account Manager: Establishing strong client relationships by effectively communicating key strategies and fostering strong relationships with key clients.
Education
Skill
Retirement Planning
Investments
Mutual Funds
Series 7
Strategic Financial Planning
Retirement
Fixed Annuities
Securities
Equities
Financial Analysis
Series 63
Wealth Management
Banking
Credit
Portfolio Management
Certification
Colleagues
Timothy Taylor
Vice President Of Accounting Corporate Controller
Gary Rubenstein
Dealer Account Manager/General Manager at Automobile Dealerships/ Navy Veteran
Paul Kerwin
Chief Financial Officer
Jonathan Zhan, CPA
senior vice president of flooring at westlake financial services
James V Jackson II
marketing sales representative & entrepreneur founder of local identity advertising
Other Named Emanuel Perez
Frequently asked questions
We found 2 Emanuel Perez's email addresses
Emanuel Perez works for Westlake Financial
Emanuel Perez's role in Westlake Financial is Dealer Account Manager
Emanuel Perez works in the industry of Financial Services
Emanuel Perez's colleagues are Timothy Taylor,Gary Rubenstein,Paul Kerwin
Emanuel Perez's latest job experience is Dealer Account Manager at Westlake Financial
Emanuel Perez's latest education in Massasoit Community College
