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Garrett Perez Location
San Jose, CA, US
Garrett Perez Work
Partner @ (February 2017 - Present)
Treasurer and Board Member @ (January 2019 - Present)
Board Member @ Cal Poly Orfalea College of Business Accounting Advisory Board (December 2015 - Present)
Treasurer @ Building Futures Now (January 2014 - Present)
Senior Manager @ (August 2012 - February 2017)
Garrett Perez Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.) (Business Administration)
2000-2005
Garrett Perez Skills
High Net Worth Individuals
Tax
Stock Compensation
Executive Compensation Planning
Estate Planning
Real Estate
Tax Research
CPA
Finance
Financial Reporting
Wealth Management Services
GAAP
Tax Advisory
Financial Analysis
Financial Accounting
Venture Capital
Generally Accepted Accounting Principles (GAAP)
Qualified Small Business Stock
Accounting
Income Tax
Leadership
Management
Garrett Perez Summary
Garrett Perez, based in San Jose, CA, US, is currently a Partner at Pinnacle Peak Advisors LLC. Garrett Perez brings experience from previous roles at San Jose Downtown Association, Cal Poly Orfalea College of Business Accounting Advisory Board, Building Futures Now and Seiler LLP. Garrett Perez holds a 2000 - 2005 Bachelor of Science (B.S.) in Business Administration @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes High Net Worth Individuals, Tax, Stock Compensation, Executive Compensation Planning, Estate Planning and more. Garrett Perez has 2 emails and 1 mobile phone numbers on RocketReach.
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