Nancy Perez
About Nancy Perez
Nancy Perez is a Financial Services Representative with over 15 years of experience in social work and financial education. She holds an MBA from Metropolitan College of New York and currently works at Primerica and Forestdale, Inc. in New York and New Jersey.
Work at Primerica
Nancy Perez has served as a Financial Services Representative at Primerica since 2008. In this role, she focuses on educating families about personal finance concepts. Her work aims to empower clients to improve their financial situations through informed decision-making. With over 16 years of experience at Primerica, she has developed a strong understanding of financial services and client needs.
Current Role at Forestdale, Inc.
Since 2017, Nancy Perez has worked as a Permanency Expeditor at Forestdale, Inc. in Queens, New York. Her responsibilities include extensive fieldwork and collaboration with various stakeholders, including program site directors, supervisors, caseworkers, and medical staff. This role emphasizes her commitment to social work and the well-being of families.
Education and Expertise
Nancy Perez holds a Master of Business Administration (MBA) in Finance and Financial Management Services from Metropolitan College of New York, which she completed in 2023. Prior to this, she earned a Bachelor's degree in Human Services from the same institution, graduating in 2015. Her educational background equips her with a solid foundation in both finance and social services.
Background in Social Work
With over 15 years of experience in the private sector, Nancy Perez has developed a robust background in social work. Her extensive experience includes working closely with various professionals in the field, which enhances her ability to support families effectively. This background informs her approach to financial education and client engagement.
Passion for Financial Education
Nancy Perez is passionate about educating families on fundamental personal finance concepts. She aims to help families achieve financial stability and success. Her commitment to financial education is evident in her work at Primerica, where she focuses on providing clients with the knowledge they need to make informed financial decisions.