Richard Perez's Professional Contact Details

Mobile Number (Verified)
Get Mobile Number
HQ
+1(239) 444-1766
Location
Miami, Florida

Richard Perez's Current Company Details

Portfolio Medics is an investment advisory boutique with a unique story. Founded in the midst of the 2008 financial crisis, we believe investment success should not be tied to uncontrollable forces, such as sto...
Portfolio Medics is an investment advisory boutique with a unique story. Founded in the midst of the 2008 financial crisis, we believe investment success should not be tied to uncontrollable forces, such as stock market crashes and downturns.Our low-correlated and non-traditional investment strategies are designed to minimize exposure to market risk. This active approach to portfolio management helps us uncover opportunities for returns through all phases of each market cycle.
investment advice
investing
registered investment advisor
stock market
investment management
risk management
portfolio development
capital markets
financial services

Richard Perez's Work History and Education

Portfolio Medics
Investment Advisor Representative
2021 - Present
Colonial Life
Agency Development Manager
2020 - Present
LPL Financial
Financial Advisor
2020 - 2021 • 6 months
AXA Advisors, LLC
Financial Professional
2018 - 2020 • 1 year
The Writing Solution
Writer, Editor, and Proofreader. Content creator.
2016 - 2018 • 2 years

Frequently Asked Questions about Richard Perez


What company does Richard Perez work for?

Richard Perez works for Portfolio Medics.

What is Richard Perez's role at Portfolio Medics?

Richard Perez's role at Portfolio Medics is Investment Advisor Representative.

What is Richard Perez's email address?

Richard Perez's email address is r**@coloniallifesales.com.

What is Richard Perez's business email address?

Richard Perez's business email address is r**@coloniallifesales.com.

What is Richard Perez's direct mobile number?

Richard Perez's direct mobile number is (954) XXX-XXXX.

What is Richard Perez's HQ phone number?

Richard Perez's HQ phone number is +1(239) 444-1766.

What industry does Richard Perez work in?

Richard Perez works in the Investment Management industry.

Who are Richard Perez's colleagues?

Richard Perez's colleagues are Bruce Kaserman, Paul Tarins, John Conrath, Steven Gibson and more.

Colleagues at Portfolio Medics

Investment Advisor
Investment Advisor
Managing Partner
Series 65 Investment Advisor Representative

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

"We love the interface, the experience, and most importantly… the results."

Erik Straub

Chief Marketing Officer, Kickfurther

"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."

Michael Transon

CEO, Victorious

Ready to try it out?

Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.