Since 2018, Nick Perry has been working in Youthlinc located 192, 192. This expert is a well-qualified Board Member - Finance Chair with over seven years of work experience. According to Nick's resume and work profile, this person has worked at more than seven places with diverse backgrounds and got various skills. Nick attended school at the Cfa Institute from 2009. This expert has professional certification in Chartered Financial Analyst. Nick Perry can be found in Salt Lake City, Utah – where this professional is currently located. You can search for this professional's email address and phone number. We can also provide you exhaustive contact information upon request.
Name variants:
Dominic Perry,
Nicholas Perry
Last updated Jun 11, 2024
Contact Information
Workplace
Board Member - Finance Chair
Salt Lake City, UT
Industry
Nonprofit Organization Management, Individual/Family Services, Nonclassifiable Establishments
Colleagues
Work History
Board Member - Finance Chair
1140 east Brickyard Rd SUITE 76, Salt Lake City, UT 84106
Partnering to help Youthlinc create lifetime humanitarians.
from Oct 2018
Board Member - Finance Chair
2580 Jefferson Ave, Ogden, UT 84401
Eccles Community Art Center visit our galleries, learn about our classes and history, and attend our events.
from Jan 1, 2015
Vice President, Relationship Manager
127 Public Sq, Cleveland, OH 44114
Heads the development and implementation of client strategy and vision by leading the relationship team in the identification and prioritization of critical client financial issues and advoc...
from Jun 2014
Managing Director
Cougar Capital is a multimillion dollar, student managed, venture capital and private equity fund. In addition to investment due diligence, my responsibilities include overseeing all aspects...
Apr 2013 — May 2014
Consultant
2755 east Cottonwood Pkwy #400, Salt Lake City, UT 84121
Led a four person team in an effort to determine a viable "Go To Market Strategy" for two portfolio companies in the asset management industry.
Dec 2013 — Apr 2014
Global Investment Specialist
270 Park Ave, New York, NY 10010
Collaborated with a cross-functional team to retain existing ultra high net worth clients by delivering thoughtful financial advice and client service. Aided in formulating marketing strateg...
Jul 2007 — Jul 2012
Education
Occupations
Executive
Vice President
Sales Specialist
Relationship Manager
Board Member
Chairperson
Chief Executive
Account Service Manager
Customer Service
Management Team Executive
Operations Manager
Skills
Investments
Portfolio Management
Hedge Funds
Financial Analysis
Asset Allocation
Strategy
Equities
Investment Strategies
Private Equity
Mutual Funds
Wealth Management
Venture Capital
Alternative Investments
Due Diligence
Financial Advisory
Financial Modeling