Paul Perez

Paul Perez: Email & Phone Number

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Wealth Relationship Manager at Citi|Miami-Fort Lauderdale Area, United States

Position:

Wealth Relationship Manager at Citi

Location:

Miami-Fort Lauderdale Area, United States

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Last updated: 2026-07-04
Updated: 2026-07-04

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Work Experience 12 years

Wealth Relationship Manager at Citi

Jul 2025 - Current

Senior Registered Client Service Associate at Morgan Stanley

Nov 2017 - Feb 2024

Senior Client Service Officer at Citi

Aug 2016 - Nov 2017

Registered Associate at Morgan Stanley

Mar 2015 - Nov 2016

Client Associate at Wells Fargo Advisors

May 2014 - Mar 2015

Paul Perez started working in 2014, then the employee has changed 2 companies and 4 jobs. On average, Paul Perez works for one company for 2 years 3 months.

Paul is proficient in English, Portuguese, and Spanish. Their professional focus is Financial Services, Investments, and Microsoft Office across 3 core areas.

Paul holds Series 65, Series 63, and Series 7 certifications.

Education

Bachelor of Business Administration - BBA at Florida International University - College of Business

Business Adminstration at Miami Dade College

Paul Perez Namesakes

Name
Company
Position
Paul Perez
Finance Manager
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Paul Perez
Software Engineer
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Paul Perez
Paul installations
Company Owner
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