Nebraska-based Securities America recently announced that it has hired David Perez as its new regional director of financial institutions.
Michael Anderson, first vice president of Securities America’s Financial Institutions Division commented, “We are extremely excited to have David join the Securities America team.”
Perez will be responsible for strengthening the company’s relationships with financial institutions, such as banks and credit unions. He will work with Securities America advisors to develop new programs and opportunities within community banks.
With 21 years of financial services experience, Perez’s background includes business and financial planning, new business development, and marketing planning, among other things. He held various positions before joining Securities America, including internal wholesaler, external wholesaler, and national key account manager.
“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,” added Anderson.
The mission of Securities America’s Financial Institutions Division is to encourage the success and partnership of financial institutions and advisors through professional business development support and technology resources in order to provide financial counsel to their clients.
Securities America has over 1,700 independent advisors that are responsible for $50 billion in client assets.