Michael Perez

Experience

• 

  Granite Telecommunications

  Mar 2014 - Sept 2015

  Senior Account Manager

  - Responsible for contacting and acquiring new customers in an assigned territory through various communication modalities.- Inform prospective clients on various communication system to accommodate their specific business needs.- Maintain and expand existing accounts on a monthly basis through providing professional and technical advice to ensure complete customer satisfaction.- Verify existing sales leads to assure above average quota and revenue goal attainment.

• 

  JPMorgan Chase & Co.

  Sept 2015 - Feb 2018

  Private Client Banker

  - Foster and maintain relationships with affluent client base, keeping current client plans up-to-date and gathering assets on a consistent basis.- Organize appointments with client to discover relevant information to formulate solutions for specific financial needs.- Analyze financial information obtained from clients to determines strategies for meeting clients' financial objective.- Answers clients' questions about the purposes and detail of financial plans and strategies.Refer business to bank partners (i.e., investment manager) to assist client in other areas that will deepen relationships. Show less

• 

  BNY

  Feb 2018 - now

  - Collaborate with external wholesaler to stimulate sales and deepen relationships with new and existing financial advisors within assigned territory.- Proactively make outbound sales calls to prospect new clients, generate leads, set appointments, and provide investment updates.- Conduct and prepare competitive analysis within product line-ups and maintain information about mutual fund, SMA, and ETF industry.- Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers. Show less

  • Investment Consultant

    Jul 2024 - now

  • Hybrid Investment Consultant

    Apr 2023 - Jul 2024

  • Internal Investment Consultant

    Feb 2018 - Apr 2023