Dylan Perez

Intern at Founder Focused Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Williamsburg, Virginia, United States, US

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Intern
      • 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

    • Vice President
      • Nov 2022 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • 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

    • United States
    • Mental Health Care
    • 1 - 100 Employee
    • Medical Assistant
      • 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.

Education

  • William & Mary
    Bachelor of Arts - BA, Finance, General
    2021 - 2025
  • William & Mary
    Bachelor of Arts - BA, Finance, General
    2021 - 2025

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