Luis Perello, AWMA® CRPC® in

Luis Perello, AWMA® CRPC®

Researcher · DISC type Cs
Financial Solutions Advisor at Bank of America Merrill Lynch
📍 Los Angeles Metropolitan 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
16 Years
Current Role
Financial Solutions Advisor
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Luis shows up

Self-Disciplined
Soft Communicator
Cost Conscious

Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Luis cares about

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

Work history

4-2019
Financial Solutions Advisor
Bank of America Merrill Lynch
9-2018 - 4-2019
Vice President, Private Client Advisor
JP Morgan Chase Bank N.A.
11-2012 - 9-2018
Financial Solutions Advisor
Merrill Edge
1-2009 - 11-2012
Licensed Personal Banker
Wellsfargo advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2006
Bachelor's degree
California State University, Northridge
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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