John Perez

Sector Analyst for Communication Services at CSUF Student Managed Investment Fund
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Contact Information
us****@****om
(386) 825-5501
Location
Santa Ana, California, United States, US

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Credentials

  • Behavioral Finance Foundations
    LinkedIn
    Aug, 2023
    - Nov, 2024
  • Bloomberg Market Concepts (BMC)
    Bloomberg
    Aug, 2023
    - Nov, 2024
  • Corporate Financial Statement Analysis
    LinkedIn
    Aug, 2023
    - Nov, 2024
  • Excel: Tips and Tricks
    LinkedIn
    Aug, 2023
    - Nov, 2024
  • Master Key Financial Analyst Skills
    LinkedIn
    Aug, 2023
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Sector Analyst for Communication Services
      • Aug 2023 - Present

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Sector Analyst for Consumer Discretionary & Staples
      • Aug 2023 - Present

    • Equity Portfolio Manager
      • Aug 2023 - Present

      Conducted market and stock research through FactSet and Bloomberg and other investment platforms

    • Sector Analyst for Communication Services
      • May 2023 - Aug 2023

      - Wrote investment recommendations for the Communication Services Sector. - Performed DCF modeling and comparable analysis to identify potential investment opportunities

    • United States
    • Accounting
    • 1 - 100 Employee
    • Member
      • Aug 2023 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Member
      • Aug 2023 - Present

    • United States
    • Professional Services
    • 700 & Above Employee
    • Security Guard Team Lead
      • Jan 2023 - Present

      Duties:-First line of communication for the second shift management team when the supervisor is not on duty.-Communicate important occurrences during the shift such as trespassers, noise complaints, fire alarms, etc. to the supervisor.-Train three security guards on their duties while at the gatehouse and during patrol. -Effectively communicate with the supervisor about any issues with the 9 security guards including call- offs, write-ups, and hours worked by guards.

    • Security Guard
      • May 2020 - Present

      Duties: • Practice effective communication, customer service, and monitored the area for any suspicious activity• Review CCTV recordings to check for recordings of offenses • Monitor premises at night with vehicle patrol around grounds • Confront trespassers to prevent vandalism and theft • Report offenders to law enforcement and assist in investigations

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Member
      • Aug 2022 - Present

      - Regularly attend weekly meeting where various industry professionals come and share about their career experience, company culture, and how to succeed in their industry. - Attend monthly social events with peers to network with professionals in the field. - Regularly attend weekly meeting where various industry professionals come and share about their career experience, company culture, and how to succeed in their industry. - Attend monthly social events with peers to network with professionals in the field.

    • Accounting
    • 1 - 100 Employee
    • Member
      • Aug 2022 - Dec 2022

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Member
      • Jan 2022 - Dec 2022

      Duties: • Attend weekly meetings to gain an understanding of various components of the real estate industry • Listen to and learn from various real estate developer career speakers Duties: • Attend weekly meetings to gain an understanding of various components of the real estate industry • Listen to and learn from various real estate developer career speakers

    • Restaurants
    • 700 & Above Employee
    • Prep Cook
      • Sep 2018 - Jun 2019

      Duties: • Prepare menu items in advance based on company recipes in anticipation of customer orders • Practice effective communication with customers and coworkers Duties: • Prepare menu items in advance based on company recipes in anticipation of customer orders • Practice effective communication with customers and coworkers

    • United States
    • Retail
    • 700 & Above Employee
    • Shelf Stocker
      • Jan 2017 - Mar 2017

      Duties: • Provide quality customer service to clients • Communicate effectively and efficiently with fellow staff and customers Duties: • Provide quality customer service to clients • Communicate effectively and efficiently with fellow staff and customers

    • United States
    • Entertainment Providers
    • 100 - 200 Employee
    • Parking attendant
      • Jul 2016 - Aug 2016

      Duties: • Demonstrate effective communication and direction skills for guests to park safely. Duties: • Demonstrate effective communication and direction skills for guests to park safely.

Education

  • Cal State Fullerton, College of Business and Economics
    Bachelor's degree, Business Finance
  • Orange Coast College
    Associate of Science - AS, Business Administration and Management, General
    2021 - 2021
  • San Diego State University
    Business Finance
    2019 - 2021
  • Valley High School
    High School Diploma, graduate
    2015 - 2019

Community

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