Edward Perley
Corporate Giving Manager at International Festival of Arts & Ideas- Claim this Profile
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Bio
Credentials
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Finra Series 7, 8, 63, 65. Real Estate - New York State Licensed Salesperson.
Financial Industry Regulatory Authority (FINRA)
Experience
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International Festival of Arts & Ideas
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United States
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Performing Arts
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1 - 100 Employee
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Corporate Giving Manager
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Dec 2022 - Present
The Mission of International Festival is to create an internationally renowned festival in New Haven of the highest quality, with world-class artists, thinkers and leaders, attracting and engaging a broad and diverse audience, celebrating and building community and advancing economic development. The Mission of International Festival is to create an internationally renowned festival in New Haven of the highest quality, with world-class artists, thinkers and leaders, attracting and engaging a broad and diverse audience, celebrating and building community and advancing economic development.
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United Disability Alliance
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Fort Myers, Florida, United States
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Co-Founder
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Feb 2022 - Jan 2023
UDA is a logistics and information nonprofit, focused on driving access and experience equality, per ADA Title III, at events and venues all across America. We design effective web sites, ticketing, last mile services including parking, curb to seat and other important solutions to inspire and provide more disabled & mobility challenged Americans to live active, healthy, and rewarding lives. UDA is a logistics and information nonprofit, focused on driving access and experience equality, per ADA Title III, at events and venues all across America. We design effective web sites, ticketing, last mile services including parking, curb to seat and other important solutions to inspire and provide more disabled & mobility challenged Americans to live active, healthy, and rewarding lives.
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Intro-act, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Business Development Manager
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Oct 2019 - May 2022
Intro Act * IR Services * Broker Dealer Collaborations * Public & Private Capital raises. Blueshift Research "Blueshift Research is a third-party market research company. Our proprietary pattern mining process considers three areas for unique information: quality, quantity, and independence of each piece of data. Our researchers are part investigative journalist, part trendsetter, part analyst. "We help clients build conviction in their decision-making process, using primary data from targeted experts’ insight, knowledge, experience, and expertise. We believe independent research gathered by a third party through an unbiased double-blind process can help a company make more confident informed decisions. This form of primary data complements any company’s data analytics with true expert testimony and is essential in helping inform clients’ decision-making process.
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Umbrella Point Realty Capital
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Harrison, NY
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Principal
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Jul 2018 - Nov 2019
Umbrella Point Realty Capital is a commercial real estate advisory firm that has partnered with our long standing institutional relationships. We are focused on driving owner / investor ROI with a platform of energy efficiency and renewable energy services. We also offer competitive financings. Current initiatives include: * LED Lighting - Immediate savings 50%-75%. * Community Solar Programs - Delivering Free Roofs & Rental Income. * Real Estate Financings - Development & Renovations. * Single & Multi family, Fix & Flip & Rental. * Puchase, Sale & Financing of Properties.
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R.W. Pressprich & Griffin Securities, Inc.
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New York City
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Sales Consultant
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2015 - 2017
Consultant concentrating on developing marketing calendars, roundtable events and selling Investment Banking deals in Boston and NYC. Marketed a small platform of seasoned analysts to top accounts where I had strong relationships.. Consultant concentrating on developing marketing calendars, roundtable events and selling Investment Banking deals in Boston and NYC. Marketed a small platform of seasoned analysts to top accounts where I had strong relationships..
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Director
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2012 - 2014
Worked on a team of professionals that all came from successful careers at major institutions. Designed events and initiatives to market the financial research platform, of Dick Bove, to many of the top 100 accounts in Boston and NYC. We focused on controversial out of favor and or distressed ideas in finance, airlines and limited number of other spaces. Bank America, American Airlines, and GSE's represented important names on the desk. Worked on a team of professionals that all came from successful careers at major institutions. Designed events and initiatives to market the financial research platform, of Dick Bove, to many of the top 100 accounts in Boston and NYC. We focused on controversial out of favor and or distressed ideas in finance, airlines and limited number of other spaces. Bank America, American Airlines, and GSE's represented important names on the desk.
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Hedgeye Risk Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Diector
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2011 - 2012
Developed the Boston franchise from a weak position to one that was robust by leveraging relationships in a number of spaces. Expanded revenues 4X at Fidelity and other accounts in Boston. Developed the Boston franchise from a weak position to one that was robust by leveraging relationships in a number of spaces. Expanded revenues 4X at Fidelity and other accounts in Boston.
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Bank Hapoalim (Switzerland) Ltd.
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Switzerland
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Banking
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1 - 100 Employee
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Co-Head Institutional Equity Desk
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2010 - 2011
Worked with a first rate culture of analysts and traders. Enjoyed a team approach that enable our desk to double the business at key Boston accounts. Worked with a first rate culture of analysts and traders. Enjoyed a team approach that enable our desk to double the business at key Boston accounts.
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McMahan Securities
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Financial Services
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1 - 100 Employee
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Director
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2009 - 2010
Distressed Equity / Credit Sales Across Cap Structure - The Great Recession of ‘08 - ‘09 caused a lot of disruption on Wall Street and opportunity. Together with 6 other professionals we formed a Distressed Desk to take advantage of opportunities across the Cap Structure! Distressed Equity / Credit Sales Across Cap Structure - The Great Recession of ‘08 - ‘09 caused a lot of disruption on Wall Street and opportunity. Together with 6 other professionals we formed a Distressed Desk to take advantage of opportunities across the Cap Structure!
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CRT Capital Group
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United States
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Financial Services
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1 - 100 Employee
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Senior Vice President Of Distressed Equity Sales
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Dec 2005 - Dec 2009
Quickly learned how to help my most important relationships make money by taking advantage of a companies whole cap structure vs just equities. Consistently ranked one of the top salesman for SPAC deal. Helped take drive Boston revenues by 5X. Quickly learned how to help my most important relationships make money by taking advantage of a companies whole cap structure vs just equities. Consistently ranked one of the top salesman for SPAC deal. Helped take drive Boston revenues by 5X.
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Lazard
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United States
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Financial Services
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700 & Above Employee
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Senior Vice President Of Boston Sales
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Jan 2000 - Dec 2005
Hired to join a strong team of research sales, traders and investment bankers that were focused on being one of the best firms in Boston, MA. Designed and executed corporate events to engage clients and drive business at Lazard. I had the honor to work with and learn from a senior salesman (Tom Fogarty) co-covering all of Boston together. We marketed a a strong platform of 15 analysts across a number of key verticals from Biotech - Retail, Energy, Transportation, Technology, Telcom, Shipping and Special Situations. Created powerful political events off expertise of the firms senior Partner Vernon Jordan who had been an advisor to President Bill Clinton.
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CLSA
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Hong Kong
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Financial Services
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700 & Above Employee
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Senior Vice President Of Sales
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Feb 1998 - Jan 2000
Opened and managed Boston Office for Credit Lyonnais. Designed and executed series of strategic corporate events to broaden client interaction with our platform helping drive client investment performance. Over the next two years expanded the office with a team of three traders and three research sales professionals. CLS Boston presnce was important to CLS completing its privatization with investments from our Boston clients. My team tripled revenues marketing a first rate asian and international platform along with a respectable start up platform in the US.
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Education
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Canterbury School
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Villanova University
Bachelor of Science (BS), Finance, General
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