Shelby Perez in

Shelby Perez

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Advisor at Financial Empowerment Partners
📍 Atlanta, Georgia, 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
14 Years
Current Role
Advisor
Location
Atlanta, Georgia, United States
Personality Overview

How Shelby shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Shelby cares about

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

Work history

1-2024
Advisor
Financial Empowerment Partners
1-2023 - 9-2023
Chief Product Solutions Officer
Orion
9-2017 - 9-2022
Vice President, Visa Direct
Visa
1-2014 - 8-2017
Managing Director, Lending Products & Strategy
Charles Schwab
6-2010 - 1-2014
Managing Director, Managed Investing Client Experience
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor’s Degree
Williams College
Program on Negotiation
Harvard Law School
Fundamentals of Banking Legal System
University of California, Berkeley - School of Law
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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