Michael Perez Email & Phone Number
Managing Director - Family Office Practice @ F2 Strategy
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Michael Perez Location
- New York, NY, US
Michael Perez Work
- Managing Director - Family Office Practice @ (June 2023 - Present)
- Consultant @ (July 2017 - September 2018)
- Sme @ (January 2016 - September 2018)
- Business Transformation Consultant @ (January 2018 - June 2018)
- Managing Director, Business Transformation Practice @ (January 2018 - Present)
- Product Management and Business Analysis @ (January 2017 - July 2017)
- Project Manager @ (January 2011 - January 2017)
- Manager @ (April 2009 - October 2014)
- Project Manager and Client Onboarding-Fatca @ Vastardis Capital Services Holdings (March 2013 - May 2013)
- Project Manager @ (June 2009 - March 2011)
- Project Manager @ (March 2009 - March 2011)
- Consultant @ (January 2007 - May 2009)
- PM - Wimt PWM Transition Resource @ (January 2007 - May 2009)
- Owner @ (January 1999 - March 2009)
- Consultant @ (July 2007 - December 2007)
- Consultant @ (March 2006 - July 2007)
- Consultant @ (January 2006 - January 2007)
- Consultant Sme Fis Global Plus Vision @ (January 1988 - January 2007)
- Consultant Was Information Systems Division @ (March 2002 - March 2006)
- Consultant @ (January 2006 - January 2006)
- Consultant @ (January 2003 - January 2005)
- Contractor @ Lehman Brothers (January 2005 - January 2005)
- Consultant @ (January 2003 - January 2005)
- Sme - Consultant @ (January 1991 - January 2005)
- Consultant @ (July 2002 - January 2003)
- Vice President @ (January 1994 - January 2002)
- Consultant and Assistant Vice President Asset and Wealth Management @ (January 1990 - January 2000)
- Wealth Management Advisory Consultant @ (October 1999 - Present)
- Developer @ Interactive Systems (January 1988 - January 1991)
- Computer Operations @ Artistic Identification Systems (January 1983 - January 1986)
Michael Perez Education
- Edison State
(Computer Science)
2016-2017 - County College of Morris
(Computer Science)
1982-1985
Michael Perez Skills
- Accounting
- Agile Methodologies
- Analytical Skills
- Application Development
- Asset Management
- Asset Managment
- Attention to Detail
- Banking
- Big Four Accounting Firms
- Business Acumen
- Business Analysis
- Business Analytics
- Business Consulting
- Business Development
- Business Process Improvement
- Business Process Management
- Business Relationship Management
- Business Strategy
- Business Transformation
- Business Transition
- Business-to-Business (B2B)
- CEOs
- Capital Markets
- Client Relations
- Coaching
- Coaching & Mentoring
- Consulting
- Customer Acquisition
- Emotional Intelligence
- Enablement
- Equities
- Executive Leadership
- Experienced Sales Professional
- FIS
- Finance
- Financial Services
- Fixed Income
- Growth Strategies
- Hedge Funds
- Information Technology
- Integration
- Investment Management
- Investments
- Leadership
- M&A Advisory Services
- Management
- Management Consulting
- Marketing Strategy
- Microsoft Office
- New Customer Acquisitions
- On-boarding
- Onboarding
- PMO
- Phone Manner
- Portfolio Management
- Private Banking
- Problem Solving
- Product Management
- Program Management
- Project Management
- Project Management Office (PMO)
- Public Speaking
- Publishing
- Relationship Building
- Relationship Development
- Research
- Risk Management
- SDLC
- SEI Wealth Platform Certified Implementation Consultant
- Sales
- Sales Development
- Sales Strategy
- Small Business Consulting
- Social Media
- Software Development
- Strategic Consulting
- Strategic Partnerships
- Strategic Planning
- Strategic Thinking
- Strategy
- SunGard
- Trading
- Trust Accounting
- Trust Services
- Wealth Management
Michael Perez Summary
- Michael Perez, based in New York, NY, US, is currently a Managing Director - Family Office Practice at F2 Strategy. Michael Perez brings experience from previous roles at Sei, Peapack-Gladstone Bank Private Banking Since 1921, Massmutual Financial Group and Banco Sabadell. Michael Perez holds a 2016 - 2017 Edison State. With a robust skill set that includes Accounting, Agile Methodologies, Analytical Skills, Application Development, Asset Management and more. Michael Perez has 3 emails and 2 mobile phone numbers on RocketReach.
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