Stephen Perez Email & Phone Number
Vice President of Commercial @ ITsynch
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Stephen Perez Location
- New York, NY, US
Stephen Perez Work
- 2025 -now Vice President of Commercial @
- 2024 -2025 Senior Director of FP and A @
- 2023 -2023 Venture Fellow @
- 2022 -2023 Investment Banking Associate @
- 2022 -2022 MBA Private Equity Associate @
- 2021 -2021 Investment Banking MBA Summer Associate @
- 2019 -2020 VP - Senior FP and A Lead @
- 2017 -2019 AVP - Global FP and A @
- 2016 -2017 Financial Advisor @
- 2015 -2016 Rotational Undergraduate Analyst Program @
Stephen Perez Education
- The University of Chicago Booth School of Business
Master of Business Administration - MBA
2020-2022 - University of Central Florida
Bachelor’s Degree (Finance)
2012-2014
Stephen Perez Skills
- Financial Projection
- Revenue Forecasting
- Financial Forecasting
- Strategic Planning
- Booking Systems
- Europe
- Market
- Sales
- EDW
- Mentoring
- Finance
- Monte Carlo Simulation
- Boys
- Systematic
- Steel Detailing
- Florida
- Merrill Lynch
- Securities Lending
- Management
- Financial Statements
- Science
- Security
- Loanet
- Ibm Query Management Facility Qmf
- Resolve
- Leadership
- Accounting
- Formulate
- Microsoft PowerPoint
- Settlement
- Front Office
- Portfolio Management
- Asset Allocation
- Reports
- Equity Research
- Strategies
- Microsoft Office
- Cash Flow Forecasting
- FINRA
- Microsoft Excel
- Orlando
- Research
- Analysis
- LATAM
- Frequency
- Cash Flow
- Fixed Income
- Yahoo
- Cognos
- Negotiation
- Licensing
- MBS
- Distribution Center Operations
- Interpreting
- Latin America
- Small Group
- Responsibility
- Retaining
- Investment Vehicles
- Art
- Projecting
- Portfolio
- Facts
- Microsoft SQL Server
- Investments
- Logic Gates
- ADP Payroll
- Financial Services
- Margin Improvement
- Equities
- Wealth Management
- Securities
- Microsoft Word
- Financial Instruments
- Parties
- Cash
- Asset
- Collateral
- Financial Analysis
- Series 7
- Staff Development
- Risk
- Retirement
- Wells Fargo
- Consumer
- Ibm Query Management Facility
Stephen Perez Summary
- Stephen Perez, based in New York, NY, US, is currently a Vice President of Commercial at ITsynch. Stephen Perez brings experience from previous roles at Margaritaville at Sea, Venture Cooperative, Credit Suisse and Seven East Capital. Stephen Perez holds a 2020 - 2022 Master of Business Administration - MBA @ The University of Chicago Booth School of Business. With a robust skill set that includes Financial Projection, Revenue Forecasting, Financial Forecasting, Strategic Planning, Booking Systems and more. Stephen Perez has 3 emails on RocketReach.
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