Jay Peroni Location
- United States
Jay Peroni Work
- now
- 2009 - now Portfolio Manager @ Faith-Based Portfolios/Signal Research Group
- 2021 - now Chief Investment Officer @
- 2020 - 2021 Senior Portfolio Manager @ SevenOneSeven Capital Management
- 2009 - 2020 Lead Analyst, CEO and Founder @ Dual Returns
Jay Peroni Education
- Bentley University - McCallum Graduate School of Business
MS (Financial Planning)
1997 - 1999 - Assumption University
BA (Marketing, Economics)
1992 - 1996 - null
Jay Peroni Skills
- Strategic Planning
- Entrepreneurship
- Investments
- Retirement Planning
- Investment Advisory
- Retirement
- Wealth Management
- Financial Advisory
- Public Speaking
- Strategic Financial Planning
- Team Building
- Financial Planning
- Asset Allocation
- Leadership
- Customer Service
- Mutual Funds
- Budgets
- Financial Analysis
- Small Business
- Social Media
- Financial Markets
- Series 7
- Fixed Annuities
- Finance
- Marketing
- Management
- Wealth
- Estate Planning
- Investment Strategies
- Team Leadership
- Coaching
- Portfolio Management
Jay Peroni Summary
- Jay Peroni, based in United States, is currently a Portfolio Manager at Faith-Based Portfolios/Signal Research Group. Jay Peroni brings experience from previous roles at Faith Investor Services, Retirement Specialty Group, SevenOneSeven Capital Management and Dual Returns. Jay Peroni holds a 1997 - 1999 MS in Financial Planning @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Strategic Planning, Entrepreneurship, Investments, Retirement Planning, Investment Advisory and more. Jay Peroni has 3 emails and 3 mobile phone numbers on RocketReach.
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