Paul R Perez

Senior Advisor

We found the following information about Paul R Perez at Delegate Advisors, where this expert has worked as a Senior Advisor since 2012. Paul's total work experience is over 24 years, during which time this expert had at least nine jobs at different places to develop professional skills. Paul R Perez studied at the Stanford University to 1987. Paul has studied English and Spanish. Redwood City, California is the place where this professional presently lives. You can find this expert's actual contacts with our search.
Name variants:
Pauly Perez, Pablo Perez
Last updated Jun 12, 2024

Contact Information

Last Update
Jul 12, 2022
Email
pp**@delegateadvisors.com, pa**@perezam.com, pr**@qwest.net
Location
Redwood City, CA

Workplace

Delegate Advisors
Senior Advisor

Chapel Hill, NC

Industry

Financial Services, Financial Planning and Investment Adviso, Management Consulting Services, Nonclassifiable Establishments

Work History

Senior Advisor

1215 Environ Way, Chapel Hill, NC 27517
Delegate Advisors provides institutional quality, independent and objective investment and advisory tailored to meet the unique needs of select individuals, families and institutions.
from Feb 2012

Chief Executive Officer and Chief Information Officer

2011 — 2012

Managing Director

50 south La Salle St, Chicago, IL 60603
2008 — 2011

Director of Strategic Initiatives

2006 — 2008

Managing Member and Chief Information Officer

2000 — 2005

Managing Director

1998 — 2000

Chief Investment Strategist

444 north Michigan Ave SUITE 2600, Chicago, IL 60611
1995 — 1998

Member of Senior Management

1991 — 1995

Associate

453 7Th St, Des Moines, IA 50309
1987 — 1991

Occupations

Senior Advisor
Speaker
Executive
Chief Executive Officer
Chief Information Officer
Advisor
Spokesperson
Representative
Corporate Executive
Chief Executive
Technology Director
Technical Managers

Skills

Alternative Investments
Financial Advisory
Fixed Income
Valuation
Portfolio Management
Investments
Asset Allocation
Investment Advisory
Fund of Funds
Financial Services
Asset Managment
Wealth Management
Family Office
Equity Research
Investment Strategies
Emerging Markets
Asset Management
Wealth
Private Equity
Due Diligence
Private Banking
Venture Capital
Mergers and Acquisitions
Securities
Hedge Funds
Investment Management
Financial Markets

FAQs about Paul R Perez

What's the profession of Paul R Perez?

This professional's job is Senior Advisor

What are the main profession of Paul?

These person's professions are Senior Advisor

Where does Paul R Perez currently live?

The professional lives in Redwood City, California.

What is Paul's email?

The professional's email is pp**@delegateadvisors.com and pa**@perezam.com.

Where did Paul R Perez work?

The expert worked at Delegate Advisors, Springcreek Advisors.

What education does Paul R Perez have?

Paul studied at the Stanford University to 1987.

What languages does Paul R Perez speak?

Paul R Perez speaks English and Spanish.

Are there any industries, that Paul R Perez is connected to?

This professional works in Investment Management industry.
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