Nicholas Perez Email & Phone Number
Director Of Operations @ NZS Capital, LLC
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Nicholas Perez Location
- Denver, CO, US
Nicholas Perez Work
- 2021 -now Director Of Operations @
- 2018 -2020 Director - Alternative Investments @ Forum Capital Advisors
- 2012 -2018 Investments | Operations @
- 2005 -2011 Investment Analyst @
- 2003 -2005 Senior Commission Representative @
Nicholas Perez Education
- Regis University
MBA (Finance & Accounting | International Business)
2007-2009 - University of Colorado Boulder - Leeds School of Business
BS (Business Administration > Finance)
1999-2003
Nicholas Perez Skills
- Financial Modeling
- Financial Analysis
- Investments
- Due Diligence
- Market Research
- Investment Strategies
- Excel
- VBA
- International Business
- Technical Writing
- Business Strategy
- Cost Savings Initiatives
- Risk Management
- Finance
- Data Analysis
- Operations Management
- Mutual Funds
- Alternative Investments
- Fixed Income
- Portfolio Accounting
- GIPS Compliance
- Investment Performance
- Presentations
- Small Office
- Mainstream
- Producing
- REO
- Leadership
- Budgeting
- Values
- Portfolio Management
- Attribution
- Stable Value
- Market Value
- Profit
- Project
- Documentation
- Analytics
- Guidelines
- Management
- Purchased
- Macro
- Science
- Variable
- Third Party Vendors
- Customer Experience
- Coli
- Liability
- Product Offerings
- Research
- Reports
- Windows
- Conceptual Modeling
- NPV
- Compliance
- Lasting Relationships
- Canada
- Level Iii
- Analysis
- Valuation
- Claim
- Reporting
- Operations
- House
- Revenue
- Relationship Management
- Insurance
- Corporate Finance
- Microsoft Excel
- Rate
- PowerPoint
- Business Administration
- Mergers and Acquisitions
- IRR
- Performance Reporting
- Series 6
- Cash Flow Analysis
- Life Insurance
- Returns
- Portfolio
- Forecasting
- Assessment
- Insurance Policies
- Vlookup
- Leeds
- Fixed Annuities
- Deferred Compensation
- External Clients
- Chartered Financial Analyst
- Contractual Agreements
- Compensation
- Design
- Morningstar
- Sales
- Colorado
- Platforms
- Asset
- Pivot Tables
- Work Effectively
- Cash
- Gips
- Marketing
- Internal Audit
- Denver
- Variable Life
- Greenwood Village
- Variance Analysis
- Microsoft Word
Nicholas Perez Summary
- Nicholas Perez, based in Denver, CO, US, is currently a Director Of Operations at NZS Capital, LLC. Nicholas Perez brings experience from previous roles at Forum Capital Advisors, ArrowMark Partners and Great-West Life and Annuity Insurance Company. Nicholas Perez holds a 2007 - 2009 MBA in Finance & Accounting | International Business @ Regis University. With a robust skill set that includes Financial Modeling, Financial Analysis, Investments, Due Diligence, Market Research and more. Nicholas Perez has 1 emails and 2 mobile phone numbers on RocketReach.
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Top NZS Capital, LLC Employees
Nicholas Perez
Director Of Operations
Denver, CO, US
Jon Bathgate
Investor
Denver, CO, US
Joe Furmanski
Investor
Denver, CO, US
Brinton Johns
Co-Founder and Investor
Denver, CO, US
Alexandra Pope
Head of Investor Relations
United States
Brad Slingerlend
Co-Founder and Investor
Carmel-by-the-Sea, CA, US
Brett Larson
Investor
Denver, CO, US
Tracy Pike
Chief Operating Officer
Denver, CO, US
Ethan Bennett
Investment Analytics and IT
Denver, CO, US
Sophie Galperin
Intern
Binghamton, NY, US
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