Verified recordFinancial Services

Robin Perez

Lead Manager, Policy Forms and Compliance at Equitable

Based in Charlotte, United States

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Seniority

Manager

Department

Operations

Location

Charlotte

Industry

Financial Services

Company size

3.2K

Contact information

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Email

1 credit

r•••••••@equitable.com

Phone

5 credits

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Background

About Robin Perez

Experienced with policy forms drafting and filing using the Interstate Compact Commission and all jurisdictions with a demonstrated history of working in the insurance industry. Highly Skilled in Microsoft Word; Excel; NILS; Westlaw; xPressions; and Quality Center. Seasoned experience with Disability Insurance; Variable and Universal Life; Whole Life and Long-Term Care Insurance drafting. CA 97-2 Fund Filings and Market Conduct Exams. Strong project management experience.

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