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Cp Sue Perez Qpfc

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Cp Sue Perez Qpfc

First Vice President - Investments, Financial Advisor | Wells Fargo Advisors

United States

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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.

General

Generalist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Cp Sue Perez Qpfc

Work Experience

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First Vice President - Investments, Financial Advisor at

Wells Fargo Advisors

March 2021 - Present

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Vice President - Investments, Financial Advisor at

Wells Fargo Advisors

December 2018 - March 2021

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Financial Advisor | Wealth Management at

Morgan Stanley

September 2011 - December 2018

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Investment Counselor at

BB&T

March 2010 - September 2011

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Financial Advisor at

Jones Financial Companies

March 2009 - March 2010

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President at

Hamilton Lending

July 2007 - March 2009

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General Manager at

Pride Rock Development Group, Inc.

January 2006 - June 2007

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Production Manager at

Popular Mortgage

December 2001 - January 2006

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Product Marketing Manager at

The Cell

January 1999 - January 2001

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Customer Service Coordinator at

Americatel

January 1997 - January 1999

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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

mail

********@wellsfargoadvisors.com

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Cfp Ryan Johnson

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Saleem Sattar

Vice President, BP&CG

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