Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joey Perez

Dallas

Summary

Experienced finance professional with a proven track record of success in highly competitive environments. Thrives under pressure and excels at adapting quickly to new challenges. Seeking to leverage expertise to become a valuable asset in a production or management role.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Associate Vice President of Sales

Megatel Capital Investment
02.2025 - 05.2025
  • Generated $1.5–$4 million in monthly contributions to in-house income-driven and DST funds through strategic relationship management and operational oversight.
  • Facilitated and executed trades exceeding $1 million, ensuring compliance and accuracy through meticulous due diligence.
  • Provided ongoing support to 40–50 financial advisors managing client investments in our funds, ensuring consistent compliance and high service standards.
  • Managed direct client relationships, ensuring investor satisfaction, addressing inquiries promptly, and delivering tailored support as needed.
  • Collaborated with my external partner to engage 8–12 financial advisors weekly, strengthening relationships and driving new business opportunities.

High Net Worth Associate

Fidelity Investments
08.2022 - 02.2024
  • Consistently scored in the top 95th percentile nationwide for providing the most exceptional service to the firm's highest net worth of individuals.
  • Received large amounts of recognition by financial consultants and investment consultants countrywide for providing quality leads and efficient trades/transactions.
  • Recognized for providing accurate and efficient high value trades for accounts of excess of $1M.
  • Set meetings for multiple investment sales groups including financial consultants, portfolio specialists, and executive stock plan consultants.
  • Sold managed account products and the firm's subscription-based trading platform.

Customer Relationship Advocate

Fidelity Investments
11.2021 - 08.2022
  • Gained extensive knowledge of the financial industry while earning FINRA licenses.
  • Educated clients on financial products and how they function.
  • Processed client requests (transferring of funds, placing trades, and performing account maintenance, etc.).

Tree Spray Technician

Rocky Mountain Tree Care
06.2018 - 10.2021
  • Certified operator trusted with the responsibility of handling the highest value jobs/contracts.
  • Generated great revenue for the company.
  • Passed exams and earned a certified operator license.
  • Handled many 'restricted use' chemicals, that only certified operators can utilize.
  • Training of a high number of employees.

Education

Bachelor of Science - Finance

Colorado State University
Fort Collins, CO
01.2021

Skills

  • Ability to efficiently explain complex processes
  • Extensive CRM software experience (HubSpot and Salesforce)
  • High emotional intelligence
  • Sharp memory
  • Analytical and technical mindset

Certification

  • FINRA Series 7
  • FINRA Series 63

Timeline

Associate Vice President of Sales

Megatel Capital Investment
02.2025 - 05.2025

High Net Worth Associate

Fidelity Investments
08.2022 - 02.2024

Customer Relationship Advocate

Fidelity Investments
11.2021 - 08.2022

Tree Spray Technician

Rocky Mountain Tree Care
06.2018 - 10.2021

Bachelor of Science - Finance

Colorado State University

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