manager lpl financial@ LPL Financial
Ramona, California, United States
Fernando Perez
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Palomar College
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FlashIntel GPTFernando Perez is an experienced Service Supervisor with 16.6 years of work experience in the financial services industry. He is skilled in Microsoft Word, Team Building, Team Coordination, Microsoft Excel, and Mitek. He has worked at LPL Financial in various roles, including Manager, Case Manager, Service Resolution Professional, and Senior Operation Specialist. Fernando has a strong background in customer service, supervisory skills, and team coordination. He holds a Bachelor of Arts degree in Liberal Arts and Sciences/Liberal Studies from Palomar College. Fernando is currently based in Ramona, California.
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About
Experienced Service Supervisor with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Team Building, Team Coordination, Microsoft Excel, and Mitek. Strong consulting professional with a Bachelor of Arts - BA focused in Liberal Arts and Sciences/Liberal Studies from Palomar College.
Work Experience
manager lpl financial
Case Manager
Service Resolution Professional Supervisor | Account Transfers Specialist | Service Team
Senior Operation Specialist Account Transfers
Senior Operation Specialist | Cash Management
Specialist Money Desk Receipts
Specialist, Money Desk Receipts
Financial Services
Fernando Perez's Professional Milestones
- Specialist Money Desk Receipts (2007-07-01~2011-02-01): Streamlined financial processes, improving efficiency and accuracy in cash desk receipt management.
- Senior Operation Specialist | Cash Management (2011-02-01~2012-07-01): Streamlined cash management processes, optimizing efficiency and accuracy in cash management operations.
Education
Liberal Arts,
Liberal Studies,
Bachelors,
Bachelor Of Arts,
Liberal Arts And Sciences/liberal Studies
2000-2007Skill
Customer Service
Supervisory Skills
Escalation Resolution
Image Processing
Microsoft Office
Microsoft Word
Microsoft Outlook
Microsoft Powerpoint
Microsoft Excel
Multi Line Phone
Phone Etiquette
Team Building
Beta
Mitek
Professional Phone Skills
Heavy Phones
Team Coordination
Ibpm
Remitpro
Branchnet
Ez Marco
Certification
Colleagues
Andrew Riemer
business consultant at lpl financial | smma business owner | mba at clemson university
Chad Hall
project management pmp | agile delivery safe practice consultant - spc rte scrum master - csm product owner - popm | process improvement | program portfolio management | problem solver
Cynthia Sheets
life insurance consultant | lifelong learner | coffee lover | small business owner | dangerous when bored
Himabindu Vanipenta
technology product manager | product owner | test analyst | strategic product development | istqb | cspo®
Patti Morgan
owner lpl financial
Other Named Fernando Perez
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Fernando Perez works for LPL Financial
Fernando Perez's role in LPL Financial is manager lpl financial
Fernando Perez works in the industry of Financial Services
Fernando Perez's colleagues are Andrew Riemer,Chad Hall,Cynthia Sheets
Fernando Perez's latest job experience is manager lpl financial at LPL Financial
Fernando Perez's latest education in Palomar College
