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John Perez Location
New York, NY, US
John Perez Work
2024 -now Managing Director @
2020 -2023 Operations @
2020 -2020 Student Fellow @
2017 -2020 AVP- Middle Office @
2015 -2017 Associate - Middle Office @
2015 -2015 Corporate Actions Specialist @
2012 -2015 Senior ETF Analyst @
2010 -2012 Personal Banker @
2009 -2010 Customer Service Rep @
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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