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Gilberto Paez
Gilberto Paez
First Vice President Wealth Management Advisor at Amerant Investments | Amerant Bank
Florida, United States
Gilberto Paez
Summary
Gilberto Paez is an accomplished financial services professional with extensive experience in wealth management and investment consulting. Currently serving as the First Vice President Wealth Management Advisor at Amerant Investments, he has a strong background in banking, asset management, and corporate finance. His career spans over two decades, during which he has held various leadership roles in prominent financial institutions. Gilberto is known for his strategic approach to client relationship management and his expertise in navigating complex financial landscapes. He is passionate about leveraging his knowledge to help clients achieve their financial goals. With a solid educational foundation in finance and administration, he continues to be a valuable asset in the financial sector. Gilberto's multilingual capabilities and diverse cultural background enhance his ability to connect with clients from various demographics.
Gilberto Paez
Work Experience
First Vice President Wealth Management Advisor at Amerant Investments at
Amerant Bank
July 2023 - Present
Vice President Wealth Management Advisor at Amerant Investments at
Amerant Bank
June 2022 - July 2023
Vice President Investment Consultant at
Amerant
August 2017 - June 2022
Vice President, Relationship Manager at
Mercantil Bank
November 2014 - August 2017
AVP Private Banking Officer at
Mercantil Commercebank
November 2012 - November 2014
AVP Business Manager at
Mercantil Bank
March 2011 - November 2012
AVP Personal Banking Officer at
Mercantil Bank
August 2009 - March 2011
Finance & HR Manager at
Gazarian Asociados Inc Employee Mobility Solutions
August 2005 - July 2009
Finance & Administration Manager at
EMS - Employee Mobility Solutions
January 2006 - July 2009
Business & Personal Branch Manager / Gerente de Oficina Banca Comercial y de Personas at
Mercantil Banco
April 2003 - March 2005
Account Executive - Financial Analyst / Ejecutivo de Negocios - Analista Financiero at
Mercantil Banco
January 2001 - January 2003
Account Executives High-income Earners / Ejecutivo de Negocios Segmento Alta Renta at
Mercantil Banco
September 2000 - January 2001
Banking Branch Services Coordinator / Coordinador de Servicios Operativos at
Mercantil Banco
January 1997 - January 2000
Credit Card Specialist / Especialista - Servicios Banca al Consumidor (TDC) at
Banco Meracntil
January 1995 - January 1997
Control and Support Manager / Gerente de Control y Apoyo - Servicios Banca al Consumidor at
Banco Mercantil
January 1993 - January 1995
Credit Card Analyst / Analista de Servicios Tarjetas de Credito at
Banco Mercantil
January 1991 - January 1993
Gilberto Paez
Education
Colegio San jose de La salle
January 1970 - January 1970
IUPFAN
January 1970 - January 1970
Colegio universitario fermín Toro, College Degree In Enterprise Organization
January 1970 - January 1970
Frequently Asked Questions about Gilberto Paez
What is Gilberto Paez email address?
Gilberto Paez's primary email address is *****@mercantilbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Gilberto Paez work for?
Gilberto Paez is a First Vice President Wealth Management Advisor at Amerant Investments at Amerant Bank, a company specializing in Monetary Authorities-Central Bank.
Where Gilberto Paez graduated from?
Gilberto Paez holds a degree in from null.
How can I directly contact Gilberto Paez?
To contact Gilberto Paez directly, you can use the email address *****@mercantilbank.com. Complete contact information is available upon registration with Muraena.
Is Gilberto Paez an immigrant?
Yes, Gilberto Paez is an immigrant and currently based in United States
Who is Gilberto Paez?
Gilberto Paez is an accomplished financial services professional with extensive experience in wealth management and investment consulting. Currently serving as the First Vice President Wealth Management Advisor at Amerant Investments, he has a strong background in banking, asset management, and corporate finance. His career spans over two decades, during which he has held various leadership roles in prominent financial institutions. Gilberto is known for his strategic approach to client relationship management and his expertise in navigating complex financial landscapes. He is passionate about leveraging his knowledge to help clients achieve their financial goals. With a solid educational foundation in finance and administration, he continues to be a valuable asset in the financial sector. Gilberto's multilingual capabilities and diverse cultural background enhance his ability to connect with clients from various demographics.
Gilberto`s contact details
*****@mercantilbank.com
*****@amerantbank.com
Colleagues
SVP - Head of Marketing
VP, Banking Center Manager III
VP, Wealth Management Advisor
First Vice President - Portfolio Team Lead
Vice President, Private Client Group Relationship Manager III
VP Client Services Team Leader
Portfolio Manager
SVP Credit Administration Manager
EVP Head Of Operations
EVP