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Cal Perez
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Last updated: 8/30/2017
Cal Perez
Current CPM Participant
Professional Information
Morgan Stanley
Financial Advisor - Portfolio Manager
28 State Street
26th Floor
Boston
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

Eaton Vance Investment Counsel (2005-2016)
Portfolio Manager Associate
Investment Systems Analyst
Portfolio and Performance Analytics

Columbia Management (2005)
Middle Office - Trade Settlements

MFS Investments (2004-2005)
Asset Controller
Project Manager

Deutsche Bank (1997-2002)
Assistant Relationship Manager
Institutional Consulting Associate
Emerging Markets Database Administrator
Calendar

9/24/2017 » 9/26/2017
ACPM 2017 Annual Conference

Why Earn the CPM?

FOR FINANCIAL PROFESSIONAL USE ONLY
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