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Luis Perez Location
New York, NY, US
Luis Perez Work
Chief Financial Officer @ (March 2025 - Present)
Vice President @ Morgan Stanley Fund Services (September 2017 - April 2025)
Fund Accounting Manager @ (March 2007 - September 2017)
Senior Hedge Fund Accountant @ Paloma Partners Hedge Fund (February 2005 - March 2007)
Assitant Manager @ (August 1999 - February 2005)
Luis Perez Education
Baruch College
BBA (Accounting)
Luis Perez Skills
Hedge Funds
Mutual Funds
Bloomberg
Equities
Accruals
Accounting
Fixed Income
Fund Administration
Alternative Investments
Fund Accounting
Financial Analysis
PowerPoint
Microsoft Office
Derivatives
Microsoft Word
Luis Perez Summary
Luis Perez, based in New York, NY, US, is currently a Chief Financial Officer at Confluence Global Capital LLC. Luis Perez brings experience from previous roles at Morgan Stanley Fund Services, Chilton Investment Company, LLC, Paloma Partners Hedge Fund and BNY Mellon. Luis Perez holds a BBA in Accounting @ Baruch College. With a robust skill set that includes Hedge Funds, Mutual Funds, Bloomberg, Equities, Accruals and more. Luis Perez has 1 emails and 2 mobile phone numbers on RocketReach.
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