Dylan Perez
Intern at Founder Focused Capital- Claim this Profile
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Bio
Experience
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Founder Focused Capital
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United States
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Investment Management
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1 - 100 Employee
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Intern
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Jun 2023 - Present
- conducted industry analysis of the behavioral health industry, with a focus on finding good acquisition targets within the industry - established weekly statements of cash flows and metric reports - conducted industry analysis of the behavioral health industry, with a focus on finding good acquisition targets within the industry - established weekly statements of cash flows and metric reports
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Vice President
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Nov 2022 - Present
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Sterling Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Intern
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Sep 2022 - May 2023
- Consulted with clients regarding their assets and accounts - Created daily briefings on sector-specific holdings for senior management - compiled weekly newsletters for social media followers - operated the Sterling Financial Group Instagram account - monitored and recorded changes in client accounts - Consulted with clients regarding their assets and accounts - Created daily briefings on sector-specific holdings for senior management - compiled weekly newsletters for social media followers - operated the Sterling Financial Group Instagram account - monitored and recorded changes in client accounts
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Avesta Ketamine and Wellness
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United States
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Mental Health Care
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1 - 100 Employee
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Medical Assistant
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Jun 2021 - Aug 2021
- Directed patents to exam rooms. fielded questions and prepared for physician examinations - Prepared patient charts for admission - Documented vital signs and health history for patients in clinical setting - Collected and documented patient medical information such as blood pressure and weight - Sanitized, restocked and organized exam rooms and medical equipment. - Directed patents to exam rooms. fielded questions and prepared for physician examinations - Prepared patient charts for admission - Documented vital signs and health history for patients in clinical setting - Collected and documented patient medical information such as blood pressure and weight - Sanitized, restocked and organized exam rooms and medical equipment.
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Education
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William & Mary
Bachelor of Arts - BA, Finance, General -
William & Mary
Bachelor of Arts - BA, Finance, General