Nick Perry Email & Phone Number
Partner | Family CFO @ Crewe Advisors
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Nick Perry Location
- United States
Nick Perry Work
- Partner | Family CFO @ (May 2022 - Present)
- Board Member @ (December 2019 - May 2025)
- Senior Vice President @ (June 2014 - May 2022)
- Board Member - Finance Chair and Executive Committee @ (October 2018 - May 2021)
- Board Member - Finance Chair @ (January 2015 - May 2021)
- Managing Director @ Cougar Capital - Venture Capital and Private Equity (April 2013 - May 2014)
- Consultant @ (December 2013 - April 2014)
- Investment Management @ (June 2013 - August 2013)
- Global Investment Specialist @ (July 2007 - July 2012)
Nick Perry Education
- W. P. Carey School of Business – Arizona State University
Bachelor of Science Degree (Supply Chain Management)
- Brigham Young University Marriott School of Business
MBA
- W. P. Carey School of Business – Arizona State University
Bachelor of Science Degree (Economics)
- CFA Institute
(Finance and Financial Management Services)
2009
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 Bachelor of Science Degree in Supply Chain Management @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Investment Advisory, Selling Businesses, Investments, Portfolio Management, Hedge Funds and more. Nick Perry has 3 emails and 2 mobile phone numbers on RocketReach.
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