Nicholas Perez Email & Phone Number
Director Of Operations @ NZS Capital, LLC
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Nicholas Perez Location
- Denver, CO, US
Nicholas Perez Work
- Director Of Operations @ (January 2021 - Present)
- Director - Alternative Investments @ Forum Capital Advisors (May 2018 - December 2020)
- Investments | Operations @ (April 2012 - April 2018)
- Investment Analyst @ (February 2005 - April 2011)
- Senior Commission Representative @ (August 2003 - February 2005)
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
Cecile Stone
Investment Operations Associate
Boulder, CO, US
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