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: 2026-05-25
Updated: 2026-05-25

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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 2 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

Frequently Asked Questions

What is Paul Perez's email address?

SignalHire found verified email addresses for Paul Perez, both business and personal. Their business email is p*****z@citigroup.com, and personal emails include p*******5@yahoo.com.

What is Paul Perez's phone number?

SignalHire found a verified phone number for Paul Perez: +1-***-***-8447.

How do I contact Paul Perez at Citi?

You can reach Paul Perez through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Paul Perez's professional background?

Paul Perez has 12 years of professional experience. They have held roles including Senior Registered Client Service Associate, Senior Client Service Officer, and Registered Associate at companies such as Morgan Stanley, Citi, and Morgan Stanley. Their education includes Bachelor of Business Administration - BBA from Florida International University - College of Business, and Business Adminstration from Miami Dade College.

Is Paul Perez's contact information up to date?

Yes. Paul Perez's SignalHire profile was last updated on 25 May 2026, reflecting their current position as Wealth Relationship Manager at Citi in New York, New York, United States.

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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