2018 -
2021 Board Member - Finance Chair and Executive Committee @
2015 -
2021 Board Member - Finance Chair @
2013 -
2014 Managing Director @ Cougar Capital - Venture Capital and Private Equity
2013 -
2014 Consultant @
2013 -
2013 Investment Management @
2007 -
2012 Global Investment Specialist @
Nick Perry Education
Brigham Young University Marriott School of Business
Arizona State University, W. P. Carey School of Business
CFA Institute 2009null
Arizona State University - W. P. Carey School of Business
Nick Perry Skills
Investment Advisory
Selling Businesses
Investments
Portfolio Management
Hedge Funds
Financial Analysis
Asset Allocation
Equities
Investment Strategies
Strategy
Private Equity
Mutual Funds
Wealth Management
Venture Capital
Alternative Investments
Due Diligence
Financial Advisory
Financial Modeling
Financial Planning
Business Strategy
Planning
Investment Management
Strategic Planning
Nick Perry Summary
Nick Perry, based in United States, is currently a Partner | Family CFO at Crewe Advisors. Nick Perry brings experience from previous roles at Hale Centre Theatre, Key Private Bank, Youthlinc and Eccles Community Art Center. Nick Perry holds a Brigham Young University Marriott School of Business. With a robust skill set that includes Investment Advisory, Selling Businesses, Investments, Portfolio Management, Hedge Funds and more. Nick Perry has 3 emails and 1 mobile phone numbers on RocketReach.
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