Margarita Perez

Vice President at City National Bank, Co-Chair CNB Latino Co Community Networking Group/Personal and...
Long Beach, California, United States

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Margarita Perez’s Email [email protected]

Margarita Perez’s Phone Numbers +1 213-673-****

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Margarita Perez’s Location Long Beach, California, United States

Margarita Perez’s Current Industry City National Bank FINRA

Margarita Perez’s Prior Industry Cetera Advisor Networks LLC | ING Advisors Network | Kayne Anderson Rudnick

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Vice President-Senior Compliance Officer Wealth Management

2023-12-01 - Present

FINRA Neutral Arbitrator-Financial Industry Regulatory Authority

2021-10-01 - Present

Supervision Manager

2007-01-01 - 2017-07-01

Senior Securities Compliance Auditor

2001-07-01 - 2007-12-01

Investment Advisor Associate

1999-01-01 - 2001-07-01

private banking small & midsize business banking entertainment commercial real estate healthcare technology equipment leasing finance

Margarita Perez is a Vice President at City National Bank, Co-Chair CNB Latino Co Community Networking Group/Personal and Professional Development, Toastmasters Membership Chair and FINRA Neutral Arbitrator

Margarita Perez currently works in the City National Bank | City National Bank | FINRA

Margarita Perez has prior
experience in the following industries:
Cetera Advisor Networks LLC | ING Advisors Network | Kayne Anderson Rudnick

Margarita Perez has the following professional experience:
City National Bank | FINRA | Cetera Advisor Networks LLC | ING Advisors Network | Kayne Anderson Rudnick