Geraldo Perez
About Geraldo Perez
Geraldo Perez serves as the Senior Vice President at Siebert Williams Shank in San Antonio, Texas, a position he has held since 2017. He previously worked at Lone Star National Bank in various roles, including Vice President and Senior Vice President, and holds a B.B.A. in Corporate Financial Management from St. Mary's University.
Work at Siebert Williams Shank
Geraldo Perez has served as Senior Vice President at Siebert Williams Shank since 2017. He has worked in this role for seven years, contributing to the firm's operations in San Antonio, Texas. His responsibilities include overseeing key financial projects and managing client relationships, ensuring the delivery of high-quality financial services.
Previous Experience at Lone Star National Bank
Prior to his current position, Geraldo Perez held several roles at Lone Star National Bank. He was Vice President from 2003 to 2006 in Mission, Texas, where he gained valuable experience in banking operations. He later advanced to Senior Vice President from 2006 to 2011 in McAllen, Texas, further developing his expertise in financial management and client services.
Education and Expertise
Geraldo Perez earned a Bachelor of Business Administration (B.B.A.) degree in Corporate Financial Management from St. Mary's University. He attended the university from 1996 to 2000. This educational background has equipped him with the knowledge and skills necessary for his roles in the financial sector.
Professional Background
Geraldo Perez has a solid professional background in the banking and financial services industry. His career spans over two decades, with significant experience in various leadership positions. His tenure at both Siebert Williams Shank and Lone Star National Bank highlights his commitment to advancing financial services and client relations.