Breanna Perez

Security Analyst at NextCapital - Chicago, IL, US

Breanna Perez's Colleagues at NextCapital
David Slusarski

Vice President, Portfolio Operations

Contact David Slusarski

Hao Lu

Principal, Advice Solutions

Contact Hao Lu

Tom Patterson

Director Of Engineering

Contact Tom Patterson

Jared Melnyk

Director Of Business Development

Contact Jared Melnyk

Jay Wilder

Product Manager, Core and Analytics

Contact Jay Wilder

Joshua Heng

Engineering Manager II

Contact Joshua Heng

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Breanna Perez's Contact Details
HQ
312-264-7000
Location
DuPage County, Illinois, United States
Company
NextCapital
Breanna Perez's Company Details

NextCapital

Chicago, IL, US • 100 - 249 Employees
SaaS

NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully. NextCapital partners with financial institutions to deliver personalized planning and managed accounts to investors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. The firm's open-architecture digital advice solution provides integrated account aggregation, analytics, planning and portfolio management, and allows partners to customize advice methodology and fiduciary roles.An innovative and inclusive workplaceAt NextCapital, our vision is to be the most ​​investor-centric company, where everyone can find and follow their optimal path to ​a secure retirement. To do that, we want to be a workplace that represents everyone, too. We want you to collaborate, connect, and bring your whole self to work. If you're passionate about building solutions that can help everyone, then you'll find a home at NextCapital.Learn more about NextCapital at www.themuse.com/companies/nextcapital

Portfolio Management Retirement 401(k) Managed Accounts Account Aggregation Fintech saas Investments - Consumer SaaS Financial Advisory Services Financial Services
Details about NextCapital
Frequently Asked Questions about Breanna Perez
Breanna Perez currently works for NextCapital.
Breanna Perez's role at NextCapital is Security Analyst.
Breanna Perez's email address is ***@nextcapital.com. To view Breanna Perez's full email address, please signup to ConnectPlex.
Breanna Perez works in the Financial Services industry.
Breanna Perez's colleagues at NextCapital are David Slusarski, Hao Lu, Tom Patterson, Jared Melnyk, Jay Wilder, Joshua Heng, Gabriel Osborne and others.
Breanna Perez's phone number is 312-264-7000
See more information about Breanna Perez