Adan Perez Email & Phone Number
Independent Consultant
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Adan Perez Location
- Los Angeles, CA, US
Adan Perez Work
- Independent Consultant @ Self-employed (March 2024 - Present)
- Fellow @ (June 2020 - Present)
- Consultant @ (October 2022 - March 2024)
- M and A FDD Senior Associate @ BDO USA, LLP (December 2018 - April 2020)
- Audit Senior @ (October 2017 - November 2017)
- Audit Staff @ (September 2015 - October 2017)
Adan Perez Education
- Harvard Business School
Master of Business Administration - MBA
2020-2022 - UCLA
Bachelor of Arts (B.A.) (Business Economics and Accounting)
2012-2015
Adan Perez Skills
- Financial Statements
- Financial Modeling
- Public Speaking
- Coaching & Mentoring
- Accounting
- Investment Strategies
- Microsoft Excel
- Strategy
- Auditing
- Research
- Microsoft Office
- Financial Analysis
- Investment Banking
- Investments
- Leadership
- Spanish
- PowerPoint
- Strategic Planning
- Finance
- Valuation
- Academic Achievement
- Ad Hoc Reporting
- Asset Management
- Attention to Detail
- Bloomberg
- Bloomberg Terminal
- Business Insights
- Business Relationship Management
- Business Strategy
- Capital Markets
- Coaching
- Coaching & Mentoring
- Communication
- Company Valuation
- Corporate Development
- Corporate Finance
- Creative Problem Solving
- Credit Rating
- Critical Thinking
- Customer Service
- Data Analysis
- Data Analytics
- Deal Execution
- Deal Screening
- Deal Sourcing
- Economics
- Entrepreneurship
- Equity Research
- Equity Research Analysis
- Equity Valuation
- Excel Modeling
- External Relationships
- Financial Accounting
- Financial Concepts
- Financial Due Diligence
- Financial Markets
- Financial Performance
- Financial Reporting
- Financial Results
- Financial Services
- Financial Statement Analysis
- Financial Statement Auditing
- Financial Transactions
- Fixed Income Analysis
- Fixed Income Portfolio Management
- Fixed Income Strategies
- Fixed Income Technology
- Forecasting
- Fundamental Analysis
- Generally Accepted Accounting Principles (GAAP)
- Go-to-Market Strategy
- Identifying Issues
- Investment Analysis
- Investment Decisions
- Investment Management
- Investment Products
- M&A Modeling
- Management
- Management Consulting
- Market Research
- Portfolio Management
- Portfolio Performance Analysis
- Private Equity
- Problem Solving
- Professional Skills
- Project Management
- Regulatory Filings
- Relationship Building
- STEM
- Stock Market Analysis
- Strategic Initiatives
- Strategic M&A
- Team Leadership
- Team Management
- Teamwork
- Technology Solutions
- Time Management
- Value Investing
- Variance Analysis
- Wealth Management
- Working with Investors
- Written Communication
Adan Perez Summary
- Adan Perez, based in Los Angeles, CA, US, is currently a Independent Consultant at Self-employed. Adan Perez brings experience from previous roles at LunaCap Foundation, Boston Consulting Group (BCG), BDO USA, LLP and EY. Adan Perez holds a 2020 - 2022 Master of Business Administration - MBA @ Harvard Business School. With a robust skill set that includes Financial Statements, Financial Modeling, Public Speaking, Coaching & Mentoring, Accounting and more. Adan Perez has 1 emails and 1 mobile phone numbers on RocketReach.
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