José Manuel Pérez
About José Manuel Pérez
José Manuel Pérez is a Team Manager at TD Insurance in Montreal, Quebec, Canada, with a background in finance and extensive experience in the insurance industry. He holds a Bachelor of Commerce in Finance from Concordia University and has worked in various roles within TD Insurance since 2012.
Current Role at TD Insurance
José Manuel Pérez has been serving as a Team Manager at TD Insurance since 2019. In this role, he oversees a team within the insurance sector, focusing on enhancing operational efficiency and customer service. His leadership is instrumental in guiding team members to achieve their goals and meet the company's objectives. His tenure at TD Insurance has allowed him to leverage his extensive experience in the insurance industry.
Previous Experience at TD Insurance
Before his current position, José Manuel Pérez held multiple roles at TD Insurance. He worked as an Insurance Officer from 2017 to 2019, where he was responsible for assessing client needs and providing appropriate insurance solutions. Prior to that, he served as a Senior Insurance Broker from 2012 to 2017, focusing on client management and policy development. His cumulative experience at TD Insurance spans over seven years.
Experience at Transamerica
José Manuel Pérez worked at Transamerica as an Insurance Broker for one year, from 2009 to 2010. In this role, he gained foundational experience in the insurance industry, which contributed to his professional development and understanding of client needs in insurance services.
Education and Expertise
José Manuel Pérez graduated with a Bachelor of Commerce (B.Com.) focused in Finance from Concordia University, where he studied from 2004 to 2009. He also studied Accounting and Business/Management at Universidad La Salle, A.C., achieving a High School Diploma. Additionally, he completed a program in French Language and Literature at Université du Québec à Trois-Rivières. His educational background complements his expertise in investment banking and trading.
Skills and Competencies
José Manuel Pérez possesses strong skills in Microsoft Office, which support his work in finance and insurance. His expertise in investment banking and trading further enhances his capabilities in the financial sector. These skills are crucial for his roles in managing teams and providing effective insurance solutions.