Cody Perez Email & Phone Number

New York, United States

HIGH LIFE LUXURY CANNABIS is the ultimate Luxury Cannabis lifestyle brand. Our unique product offering spans upscale dispensaries, hotels, lounges, and luxury goods.• Cornell Investment Ideas Forum Pitch Competition @ Cornell University (1st Place - May 2021)• Johnson Summer Startup Accelerator @ Cornell University. Recipient of the Professor Kadiyali Entrepreneurship Fund Award (Summer 2021 Cohort)• eLab Accelerator @ Cornell University (2021-2022 Cohort)• Hospitality Business Plan Competition @ Cornell University (2nd Place - April 2022)

GRIMM CITY INVESTORS LLC is a Real Estate Development & Advisory company focused on the sustainable development of communities that are socially-conscious, economically empowering, and environmentally friendly through multifamily, hospitality, and cannabis investments.• Lead advisor / underwriter for $343M of value-add and opportunistic market-rate & affordable housing deals (Multifamily, Retail, Office, Mixed-Use), including greenfield, brownfield, and urban infill development projects, as well as projects that utilize tax-exempt bonds, tax credits such as LIHTC and NMTC, Project Based Vouchers, and other public funding sources in combination with private equity / debt funding• Cornell Investment Ideas Forum Pitch Competition @ Cornell University (1st Place - May 2021)• Johnson Summer Startup Accelerator @ Cornell University. Recipient of the Professor Kadiyali Entrepreneurship Fund Award (Summer 2021 Cohort)• eLab Accelerator @ Cornell University (2021-2022 Cohort)• Hospitality Business Plan Competition @ Cornell University (2nd Place - April 2022)

• Underwrote $111mm in commercial loans (Office, Retail) for inclusion in CMBS pools• Analyzed $45M of value-add and opportunistic market-rate & affordable housing deals (Multifamily, Mixed-Use), including researching zoning, entitlements, and affordable housing requirements, and building financial models for each deal to underwrite the cash flows for the properties in order to determine profitability before making investment recommendations to the Managing Partner

• Became familiarized with local, state, and federal affordable housing policies, programs, and funding sources including Rental Assistance Demonstration (RAD), Permanent Affordability Commitment Together (PACT), Low-Income Housing Tax Credits (LIHTC), Historic Tax Credits, and Tax-Exempt Bonds• Contributed to underwriting for acquisitions and new developments. Created new financial models and automated previous models to assist with future efficiency• Researched potential sites for acquisition & redevelopment. Utilized the Automated City Register Information System (ACRIS) to search property records, the New York City Zoning & Land Use Map (ZoLa) to research zoning regulations, and Urban Reviewer to review over 150+ master plans across New York City• Assisted with responding to Request for Expression of Interest (“RFEI”) to propose possible “as-of-right” zoning lot mergers to facilitate the transfer of development rights to neighboring privately-owned land to be used for new construction or for increasing the size of an existing structure, and conducted research into transferrable air rights for acquisition• Proposed a pipeline of opportunities to participate in future RAD deals with various Public Housing Authorities nationally to senior management• Conducted site inspections in order to identify property condition as well as necessary repairs and capital expenditures in preparation for closing on sites in process of being acquired

New York, Ny, Us

Liquidity Solutions Product Management Client Solutions Team:• Utilized J.P. Morgan Treasury Services Liquidity product suite to develop creative solutions that promoted optimized global liquidity structures based on specific client needs. Compiled materials in response to Requests for Proposals from prospective clients, and helped manage existing client relationships and performance• Assisted with the management of analysts and summer analysts, including training and daily oversight

New York, Ny, Us

Liquidity Solutions Product Management Client Solutions Team (Global Treasury Management Program Rotation #4):• Supported PMCS and Treasury Services Sales teams by providing various client balances, rates, headroom, and calculating Net Interest Income and Shareholder Value Analysis based on potential rate / balances scenarios to determine both Treasury Services and firmwide revenue impact in order to assist with strategic decision making• Generated the weekly Global Deal Pipeline for distribution to the Global Liquidity product teams and senior management in order assist with the tracking of over 3000 deals, and calculated the Balance Realization for North America deals• Utilized Bloomberg Terminal in order to send out 40 key rates to hundreds of teams globally on a daily basis

New York, Ny, Us

Liquidity Solutions & Escrow Services Business Management Team (Global Treasury Management Program Rotation #3):• Supported the global head of the Liquidity & Escrow businesses through various revenue projections and presentation materials for both internal and external events, as well as providing the product teams with financial data and analyses• Coordinated with global product and cross-functional partners in order to compile monthly reporting for executive management highlighting key drivers of the Liquidity and Escrow businesses such as balances, revenue, beta management, technology and marketing strategy, and risk & regulatory items • Facilitated the 2018 Plan process by collecting inputs from regional business managers in order to project the core drivers for the Liquidity & Escrow businesses (FTP, LP, NII, Balances, etc.) for three years and sending to the Financial Planning & Analysis team• Forecasted future spot and average monthly balances by client segment for three years to be provided to JPM CIB Treasury team to assist with firm-wide financial planning• Collaborated with global product partners in order to produce monthly meeting materials for reviewing current and future expected rates on the major currencies JPM offers globally, as well as their respective balances• Provided the global head with monthly T&E reports showing the monthly, YTD, and annualized expenditure for all 112 team members globally at an individual, regional, and global level and tracked performance vs. past year & plan

New York, Ny, Us

Strategic Execution Team (Global Treasury Management Program Rotation #2):• Analyzed raw data on all open accounts globally (33,000+) to identify clients with incorrect pricing or waiver setups, and on accounts rejecting their monthly charges for a specific product. Determined revenue impact and developed plan for remediation• Generated monthly reporting for the Treasury Services Product teams that highlighted relevant information on upcoming changes for the product, including a description of the change, effective date, other functional areas to be impacted, and the level of impact to those areas. Created Microsoft Access database to automate future reporting• Generated monthly reporting for the Treasury Services Sales teams that focused on pricing / billing setups and changes during the current billing cycle, as well as client management and upcoming actions to highlight errors before impacting clients to maintain a positive client experience• Assisted with the reduction of functional service codes from 1600+ to ~300 by analyzing the volume / revenue for each code to identify the primary functional codes, and aggregate or eliminate codes with lower volumes / revenues

New York, Ny, Us

Foreign Exchange Product Management Team (Global Treasury Management Program Rotation #1):• Monitored log of daily cross-currency transactions for duplicate or invalid payments, and assisted the JPM FX Markets team in unwinding erroneous FX trades • Conducted an analysis on client payments that received incorrect error messages and proposed a solution to prevent future errors• Built interactive online resource within J.P. Morgan’s client portal with all cross border FX, cross border non-FX, and local clearing payment requirements for the 160+ currencies supported to increase transparency and efficiency for clients. Conducted research on requirements through outreach to global product partners, coordinated with cross-functional partners to convey technical requirements, uploaded content, and ensured quality and consistency of final production site

Atlanta, Ga, Us

• Managed student public-transit sales, enhancing internal tracking and boosting debt-collection• Directed planning and administration, interacting with students to solution a myriad of issues and concerns

New York, Ny, Us

• Launching Leaders Scholarship Recipient• Core Cash Business Management Team

New York, Ny, Us

• Developed extensive knowledge of coverages within the insurance industry and underwriting business• Assessed operational risk of companies by evaluating financial statements, historical losses, and risk-control reports, in order to support underwriting decision making •Enhanced analytical and risk assessment skills through training and collaboration with Account Executives• Presented to senior level Managing Directors and VP’s on “How to Attract and Retain Young Professionals to the Insurance Industry and Travelers”

• Conducted and gathered research for marketing campaigns to develop internal, searchable databases• Managed website social-networking account (Facebook, Twitter) and monitored key growth metrics • Published proprietary daily articles focused on the areas of sports, music, video games, and fashion

Atlanta, Ga, Us

• Called alumni in order to persuade them to give monetary donations to the school’s Annual Fund, and raised approx. $10,000• Learned and developed sales, customer service, and rapport building techniques

Master Of Business Administration - Mba

Master Of Professional Studies - Mps, Real Estate

Certificate, Commercial Real Estate

Bachelor Of Business Administration (B.B.A.), Finance

Bachelor Of Arts (B.A.), Economics

High School