Daniel Perez, CFP®, MSF, is a seasoned Financial Consultant currently serving as Vice President Financial Consultant at Fidelity Investments. With a strong background in the financial services industry, Daniel has demonstrated expertise in negotiation, customer service, sales, business development, and entrepreneurship. Daniel holds a Master of Science in Finance from Florida International University and graduated summa cum laude with a Bachelor of Business Administration, double majoring in Finance and International Business. Their previous experience includes roles at Scottrade, MassMutual Financial Group, and NOU Capital.
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