Daniel Perez in

Daniel Perez

Enthusiast · DISC type i
Banking Specialist IV at Amerant Bank
📍 Miami-Fort Lauderdale Area, United States

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
6 Years
Current Role
Banking Specialist IV
Job Level
Junior
Location
Miami-Fort Lauderdale Area, United States
Personality Overview

How Daniel shows up

Story Driven
Consensus Focused
Optimistic

Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional. They agree with others often, so exercise caution when relying on their word.

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

8-2023
Banking Specialist IV
Amerant Bank
2-2022 - 8-2023
Loan Portfolio Manager
First Horizon Bank
1-2020 - 2-2022
Universal Banker II
IBERIABANK
2-2019 - 1-2020
Member Advisor I
South Florida Educational Federal Credit Union
12-2018 - 1-2019
Seasonal Sales Associate
EXPRESS
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-2019 - 5-2021
Bachelor of Business Administration - BBA
Florida International University
2017 - 5-2019
Associate of Arts - AA
Florida International University
8-2014 - 5-2017
High School Diploma
Coral Reef Senior High
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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