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Michelle Perez Email

Partner, Vice President - Client Administrative Manager at Steward Partners Global Advisory

Mequon, WIstewardpartners.com
Work email
•••@stewardpartners.com
Phone
(202) ***-****
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Who is Michelle Perez?

Michelle Perez is Partner, Vice President - Client Administrative Manager at Steward Partners Global Advisory, based in Mequon, WI. Michelle's work history also lists Relationship Manager at Bank of America. Skills include Teamwork, Written and oral communication skills, Leadership, Sales, Organization skills.

About Michelle

Location
Mequon, WI
Country
United States
Skills
Teamwork, Written and oral communication skills, Leadership, Sales, Organization skills
View Michelle's colleaguesEveryone we hold at Steward Partners Global Advisory, with title and location.

Work experience

  1. Partner, Vice President - Client Administrative ManagerCurrent
    Steward Partners Global Advisory
  2. Relationship Manager
    Bank of America

Reach Michelle Perez directly

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Michelle Perez's workplace

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions.

Headquarters
District of Columbia
Company size
201-500 employees
Founded
2013
Industry
Financial Services
Website
stewardpartners.com
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Frequently asked questions about Michelle Perez

What is Michelle Perez's email address?

Michelle Perez's work email at Steward Partners Global Advisory is •••@stewardpartners.com. Argorant shows the full address after you sign up.

Where does Michelle Perez work?

Michelle Perez works at Steward Partners Global Advisory (industry: Financial Services).

What is Michelle Perez's job title?

Michelle Perez is Partner, Vice President - Client Administrative Manager at Steward Partners Global Advisory.

Where is Michelle Perez based?

Michelle Perez is based in Mequon, WI.

What is Michelle Perez's phone number?

Argorant holds a phone number for Michelle Perez: (202) ***-****. Argorant shows the full number after you sign up.

Who are Michelle Perez's colleagues?

Colleagues of Michelle Perez at Steward Partners Global Advisory include Amanda Crawley, Wes Devoe and Brian Oliver.

Last updated November 7, 2026Data wrong?Remove your data

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