Jaime Pérez Montes in

Jaime Pérez Montes

Critic · DISC type C
Senior Vice President, Financial Advisor at Morgan Stanley
📍 Miami-Fort Lauderdale Area, United States

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Experience
15 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
Miami-Fort Lauderdale Area, United States
Personality Overview

How Jaime shows up

Objective Thinker
Negotiator
Precise

They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Jaime cares about

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

Work history

7-2020
Senior Vice President, Financial Advisor
Morgan Stanley
7-2020 - 7-2020
Senior Banker, Vice President
Santander Private Banking International
7-2019 - 6-2020
Banker, Vice President
Santander Private Banking International
1-2018 - 6-2019
Banker, Assistant Vice President
Santander Private Banking International
1-2016 - 12-2017
Banker, Account Manager
Santander Private Banking International
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009
Bachelor in Business Administration
CUNEF Universidad
1999 - 2003
High School Degree
Colegio FEM (bilingual)
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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