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John Perez Location
New York, NY, US
John Perez Work
Managing Director @ (March 2024 - Present)
Operations @ (September 2020 - October 2023)
Student Fellow @ (March 2020 - September 2020)
AVP- Middle Office @ (February 2017 - September 2020)
Associate - Middle Office @ (October 2015 - February 2017)
Corporate Actions Specialist @ (April 2015 - October 2015)
Senior ETF Analyst @ (December 2012 - April 2015)
Personal Banker @ (August 2010 - December 2012)
Customer Service Rep @ (October 2009 - August 2010)
John Perez Education
College of Mount Saint Vincent
MBA (International Business)
2013-2015
University of Mount Saint Vincent 2003-2007
Xavier High School
High school
1999-2003
John Perez Skills
Microsoft Excel
Microsoft Word
Bloomberg Terminal
SSL
Trading
MS Excel Pivot Tables
Excel Services
Customer Service
Series 63
Investments
Mutual Funds
Portfolio Management
PowerPoint
Financial Analysis
Finance
Banking
Risk Management
Financial Services
Equities
Microsoft Office
Social Media
Management
Leadership
Research
Bloomberg
Financial Modeling
John Perez Summary
John Perez, based in New York, NY, US, is currently a Managing Director at D. Boral Capital. John Perez brings experience from previous roles at Park West Asset Management LLC, PROJECT REAP and J.P. Morgan. John Perez holds a 2013 - 2015 MBA in International Business @ College of Mount Saint Vincent. With a robust skill set that includes Microsoft Excel, Microsoft Word, Bloomberg Terminal, SSL, Trading and more. John Perez has 4 emails and 2 mobile phone numbers on RocketReach.
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