John Perez
Sector Analyst for Communication Services at CSUF Student Managed Investment Fund- Claim this Profile
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Bio
Credentials
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Behavioral Finance Foundations
LinkedInAug, 2023- Nov, 2024 -
Bloomberg Market Concepts (BMC)
BloombergAug, 2023- Nov, 2024 -
Corporate Financial Statement Analysis
LinkedInAug, 2023- Nov, 2024 -
Excel: Tips and Tricks
LinkedInAug, 2023- Nov, 2024 -
Master Key Financial Analyst Skills
LinkedInAug, 2023- Nov, 2024
Experience
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CSUF Student Managed Investment Fund
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United States
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Investment Management
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1 - 100 Employee
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Sector Analyst for Communication Services
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Aug 2023 - Present
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Titan Capital Management
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United States
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Investment Management
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1 - 100 Employee
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Sector Analyst for Consumer Discretionary & Staples
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Aug 2023 - Present
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Equity Portfolio Manager
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Aug 2023 - Present
Conducted market and stock research through FactSet and Bloomberg and other investment platforms
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Sector Analyst for Communication Services
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May 2023 - Aug 2023
- Wrote investment recommendations for the Communication Services Sector. - Performed DCF modeling and comparable analysis to identify potential investment opportunities
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CSUF Accounting Society
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United States
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Accounting
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1 - 100 Employee
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Member
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Aug 2023 - Present
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Finance Association - CSUF
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United States
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Financial Services
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1 - 100 Employee
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Member
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Aug 2023 - Present
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Allied Universal
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United States
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Professional Services
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700 & Above Employee
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Security Guard Team Lead
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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.
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Security Guard
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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
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Latino Business Student Association at California State University, Fullerton
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United States
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Non-profit Organizations
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1 - 100 Employee
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Member
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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.
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CSUF Beta Alpha Psi
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Accounting
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1 - 100 Employee
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Member
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Aug 2022 - Dec 2022
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Real Estate Association of CSUF
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United States
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Real Estate
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1 - 100 Employee
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Member
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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
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Corner Bakery
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Restaurants
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700 & Above Employee
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Prep Cook
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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
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Ace Hardware Corporation
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United States
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Retail
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700 & Above Employee
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Shelf Stocker
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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
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OC Fair & Event Center
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United States
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Entertainment Providers
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100 - 200 Employee
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Parking attendant
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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.
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Education
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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 -
San Diego State University
Business Finance -
Valley High School
High School Diploma, graduate