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Peter Mertz Location
California, United States
Peter Mertz Work
2026 -now Advisor @
2024 -now Board Member @
2016 -2025 Senior Finance Leader — Treasury, FP and A and Capital Markets (reporting to CFO) @
2014 -2016 Sr. Treasury Director and ALCO Committee Member @ Prospect Mortgage, LLC
2004 -2013 Founder and Managing Director @
1997 -2000 Financial Analyst @
Peter Mertz Education
UCLA Anderson School of Management
MBA (Finance & Entrepreneurship)
Bucknell University
Bachelor of Arts (Economics)
Bucknell University
BA (Economics & Political Science)
UCLA Anderson School of Management
Master of Business Administration (Finance, General)
Peter Mertz Skills
People Management & Team Leadership
Relationship & Partnership Management
Process & Procedure Improvement
Budget Development & Reporting
C-Suite Engagement & Presence
Financial Planning & Forecasting
Cross-Functional Collaboration
Operational Optimization
Innovative Problem-Solving
Cash Management
Executive Management
Finance
Financial Analysis
Investments
Corporate Finance
Corporate Compliance
Consulting
Mergers & Acquisitions
Contract Negotiation
Wealth Management
Debt Restructuring
Valuation
Financial Planning
Start Ups
Financial Modeling
Forecasting
Business Development
Market Research
Competitive Analysis
Strategic Operations
Strategy
Financial Services
Management Consulting
Business Planning
Entrepreneurship
Treasury Operations
Streamlining Operations
Team Motivation
Business Strategy
Strategic Consulting
Management
Operation Analysis
Project Management
Investment Counseling
Due Diligence
Corporate Development
Mergers and Acquisitions
CRM
Investment Management
Peter Mertz Summary
Peter Mertz, based in California, United States, is currently a Advisor at Kondra. Peter Mertz brings experience from previous roles at The Olympic Club, Tabhi, Prospect Mortgage, LLC and Strategic Decisions, LLC. Peter Mertz holds a MBA in Finance & Entrepreneurship @ UCLA Anderson School of Management. With a robust skill set that includes People Management & Team Leadership, Relationship & Partnership Management, Process & Procedure Improvement, Budget Development & Reporting, C-Suite Engagement & Presence and more. Peter Mertz has 2 emails and 2 mobile phone numbers on RocketReach.
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