Directory
>
Cp Sue Perez Qpfc
Cp Sue Perez Qpfc
First Vice President - Investments, Financial Advisor | Wells Fargo Advisors
United States
Cp Sue Perez Qpfc
Summary
Cp Sue Perez Qpfc is a seasoned financial professional with extensive experience in wealth management and investments, currently serving as the First Vice President at Wells Fargo Advisors. With a career spanning over two decades, she has held various leadership roles in prominent financial institutions, demonstrating her expertise in guiding clients through complex financial landscapes. Her background includes significant positions at Morgan Stanley and BB&T, where she honed her skills in investment counseling and financial advising. Known for her strategic vision and client-focused approach, she is committed to delivering tailored financial solutions. Beyond her professional achievements, she has a passion for mentoring emerging talents in the finance sector, reflecting her dedication to fostering the next generation of financial leaders. Cp's diverse experience across different financial organizations showcases her adaptability and breadth of knowledge in the industry.
Cp Sue Perez Qpfc
Work Experience
First Vice President - Investments, Financial Advisor at
Wells Fargo Advisors
March 2021 - Present
Vice President - Investments, Financial Advisor at
Wells Fargo Advisors
December 2018 - March 2021
Financial Advisor | Wealth Management at
Morgan Stanley
September 2011 - December 2018
Investment Counselor at
BB&T
March 2010 - September 2011
Financial Advisor at
Jones Financial Companies
March 2009 - March 2010
President at
Hamilton Lending
July 2007 - March 2009
General Manager at
Pride Rock Development Group, Inc.
January 2006 - June 2007
Production Manager at
Popular Mortgage
December 2001 - January 2006
Product Marketing Manager at
The Cell
January 1999 - January 2001
Customer Service Coordinator at
Americatel
January 1997 - January 1999
Frequently Asked Questions about Cp Sue Perez Qpfc
What is Cp Sue Perez Qpfc email address?
Cp Sue Perez Qpfc's primary email address is ********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cp Sue Perez Qpfc work for?
Cp Sue Perez Qpfc is a First Vice President - Investments, Financial Advisor at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
How can I directly contact Cp Sue Perez Qpfc?
To contact Cp Sue Perez Qpfc directly, you can use the email address ********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Cp Sue Perez Qpfc?
Cp Sue Perez Qpfc is a seasoned financial professional with extensive experience in wealth management and investments, currently serving as the First Vice President at Wells Fargo Advisors. With a career spanning over two decades, she has held various leadership roles in prominent financial institutions, demonstrating her expertise in guiding clients through complex financial landscapes. Her background includes significant positions at Morgan Stanley and BB&T, where she honed her skills in investment counseling and financial advising. Known for her strategic vision and client-focused approach, she is committed to delivering tailored financial solutions. Beyond her professional achievements, she has a passion for mentoring emerging talents in the finance sector, reflecting her dedication to fostering the next generation of financial leaders. Cp's diverse experience across different financial organizations showcases her adaptability and breadth of knowledge in the industry.
Cp`s contact details
********@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG