Securities America Adds Recruiter for Financial Institutions
Perez will communicate Securities America's Business Growth Expert philosophy with financial institutions. His prospecting and recruiting strategies will build relationships with banks and credit unions that have existing investment programs, and with current Securities America advisors seeking to develop new programs and opportunities with community banks and credit unions.
Perez, 42, joins Securities America with 21 years of experience in the financial services industry. His background includes business and financial planning, new business development, marketing planning, special project assignments, plan development and sales. Prior to joining Securities America, Perez served as an internal wholesaler, external wholesaler, national key account manager, director, all in the financial institutions markets.
"We are extremely excited to have David join the Securities America team," said Michael Anderson, first vice president of Securities America's Financial Institutions Division. "David's tremendous experience in the industry, diverse background and successful track record will make him a key contributor in the growth of the financial institutions division."
Perez holds a business degree from Washburn University.
About Securities America
Securities America is one of the nation's largest independent broker-dealers with more than 1,700 independent advisors responsible for $50 billion in client assets.
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm.