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Cal Perez
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Last updated: 11/29/2017
Cal Perez
CPM Graduate Membership
Professional Information
Morgan Stanley
Financial Advisor - Portfolio Manager
28 State Street
26th Floor
Boston
Alabama
02109  United States
 [ Map ]
617 570-9421 (Phone)
617 385-2793 (Fax)
Personal Information
Additional Information
Education/Experience
B.S. Financial Accounting Management
Northeastern University

Morgan Stanley Wealth Management (2016-Present)
Financial Advisor
Portfolio Manager

Why Earn the CPM?

FOR FINANCIAL PROFESSIONAL USE ONLY 
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The Academy of Certified Portfolio Managers (ACPM) is an independent 501(c)3 educational organization that creates and manages a credentialed program of excellence for training discretionary portfolio managers. “Certified Portfolio Manager” and “CPM” are registered trademarks.