Daniel Perez in

Daniel Perez

Enthusiast · DISC type i
Chief Financial Officer at Wealthrive
📍 Philippines

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Philippines
Personality Overview

How Daniel shows up

Non-Confrontational
Amiable & Agreeable
Consensus Focused

They prefer to build relationships rather than staying totally transactional. They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Daniel cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2024
Chief Financial Officer
Wealthrive
1-2021
Chief Financial Officer
Freedom Family Office
4-2020 - 4-2023
Chief Financial Officer
Freedom Wealth Advisors, LLC (Registered in NY, NJ and FL)
6-2017 - 10-2019
General Manager
Higher Growth Outsourcing PH., Inc.
7-2010 - 6-2017
Accounting Manager
CoDev
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2005
BS
Brigham Young University–Hawaii
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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