Ralph A. Perez

Ralph A. Perez has a diverse work experience in the financial industry. Ralph A. started their career as a Stockbroker Trainee at Hornblower & Weeks in 2001. Ralph A. then moved on to work as a Registered Rep at Park Capital Securities, LLC from 2001 to 2003. After that, they joined Equity Advantage, LLC as a Senior Loan Officer, where they originated residential mortgages and established relationships with key stakeholders. In 2005, they became a Branch Manager at Pinnacle Mortgage, Inc., before transitioning to a Regional Sales Manager role at LV Marketing, Inc in 2008. Ralph then joined J.P. Morgan Securities LLC in 2009, first as a Licensed Personal Banker and later as a Financial Consultant - Vice President, where they contributed to the growth and profitability of the branch by providing excellent customer service and making product recommendations. In 2013, they joined Santander Investment Services as a Financial Advisor - Vice President, overseeing investment activity, managing staff, and developing key relationships. Currently, Ralph works as a Business Credit Consultant at Total Merchant Resources, leveraging their extensive knowledge and experience to provide clients with fast approval and flexible finance solutions.

Ralph A. Perez completed their education at Hudson County Community College, where they obtained an Associate's degree in Accounting and Finance starting from 2017. Prior to college, they attended Theodore Roosevelt High School, but there is no information provided about a specific degree or field of study. In addition to their formal education, Perez has obtained several certifications from FINRA, including the Series 65 in December 2013, the Series 7 in July 2011, the Series 6 in December 2009, and the Series 63 in December 2009.