Patrick Perez
Solutions and Growth Analyst at AndCo Consulting- Claim this Profile
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Series 63
FINRAJan, 2020- Sep, 2024 -
Series 6
FINRADec, 2019- Sep, 2024 -
Bloomberg Market Concepts Certification
Bloomberg LPJul, 2018- Sep, 2024
Experience
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AndCo Consulting
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United States
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Financial Services
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1 - 100 Employee
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Solutions and Growth Analyst
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Jul 2023 - Present
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PFM Asset 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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Senior Analyst
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Jul 2021 - Jul 2023
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Analyst
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Jul 2019 - Jul 2021
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Bank of America Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Summer Analyst
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Jun 2018 - Aug 2018
• Assisted the group by reviewing portfolio performance, creating investment proposals, and maintaining regulatory standards within accounts • Created performance comparisons between various mutual funds and the firm’s CIO portfolios to uncover which investment vehicles fit certain clients’ risk profiles and performed the best on a risk adjusted basis • Assisted the group by reviewing portfolio performance, creating investment proposals, and maintaining regulatory standards within accounts • Created performance comparisons between various mutual funds and the firm’s CIO portfolios to uncover which investment vehicles fit certain clients’ risk profiles and performed the best on a risk adjusted basis
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FBC Mortgage, LLC
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United States
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Financial Services
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400 - 500 Employee
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Loan Coordinator
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Jan 2018 - May 2018
• Worked on the retention team as the company’s first point of contact with past borrowers with the goal of maintaining them as clients through refinancing their current mortgage • Monitored interest rate fluctuations on a daily basis in order to identify past borrowers who would benefit from refinancing • Worked on the retention team as the company’s first point of contact with past borrowers with the goal of maintaining them as clients through refinancing their current mortgage • Monitored interest rate fluctuations on a daily basis in order to identify past borrowers who would benefit from refinancing
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Business Analyst Intern
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Jun 2017 - Aug 2017
• Analyzed the day to day functions of the company including sales, workflow, marketing, and technology to generate various SWOT reports aimed at uncovering trends, identifying opportunities, and developing strategy • Created industry production visuals to show how the firm compares to its competitors from an efficacy and efficiency standpoint • Worked on a team to compile our SWOT reports into a presentation where we provided the executive team with recommendations on how to increase productivity in certain sectors of the company Show less
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Education
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2018 - 2019
University of Florida
Master's degree, International Business -
2014 - 2018
University of Florida
Bachelor of Science - BS, Finance
Community
