Everett K Perry, Cfa
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Everett K Perry, Cfa Email & Phone Number

Product Management | Business Analysis | Enterprise Data @ Citadel at Citadel
Location: New York, United States 9 work roles 4 schools
1 work email found @bloomberg.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email e****@bloomberg.com
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Current company
Role
Product Management | Business Analysis | Enterprise Data @ Citadel
Location
New York, United States

Who is Everett K Perry, Cfa? Overview

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Quick answer

Everett K Perry, Cfa is listed as Product Management | Business Analysis | Enterprise Data @ Citadel at Citadel, based in New York, United States. AeroLeads shows a work email signal at bloomberg.com and a matched LinkedIn profile for Everett K Perry, Cfa.

Everett K Perry, Cfa previously worked as Product Manager | Business Analyst, Enterprise Reference Data at Citadel and Product Developer, CIB Data Products - Vice President at Jpmorgan Chase & Co.. Everett K Perry, Cfa holds Master Of Finance, Energy Specialization from Tulane University - A.B. Freeman School Of Business.

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Email format at Citadel

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*@bloomberg.com
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Profile bio

About Everett K Perry, Cfa

Everett K Perry, Cfa is a Product Management | Business Analysis | Enterprise Data @ Citadel at Citadel. He possess expertise in equities, trading, options, bloomberg, equity research and 21 more skills. Colleagues describe him as "To whom it may concern: I am writing this letter to recommend Everett Perry for employment in your firm. In the past two years since I have worked with Everett, I have come to know him as an intelligent, hard-working and valuable member of our team at Group One. I believe he possesses the skill set necessary for success in the financial services industry, and would earnestly endorse him for the opportunity he is seeking. My first interactions with Everett came as I instructed him in our training program. In teaching Everett, I quickly discovered that he has an outstanding educational pedigree, and he was able to master the academic side of options theory. In addition, he has a practical mind capable of learning the subtle nuances of market making. His quest for knowledge was aggressive, and he was bright enough to grasp every aspect of our training program. Everett’s intelligence is complimented by an outstanding work ethic. Everett persevered through the most challenging sections of the training program. Also, he proved himself to be an extremely valuable member of Group One’s support team; he constantly volunteered for tasks and projects, and he always got the job done. Simply put, Everett can be counted on. I always knew he would work until the job was done. Upon his promotion from the program, I continued working with Everett as his Risk Manager. Everett successfully applied what he learned in our program to his trading. His detailed-oriented nature proved extremely valuable in his new role. Everett had a commanding knowledge of the pertinent news, model inputs, and order flow for his options book. Everett is an also an outstanding communicator. He constantly kept me abreast of anything going on his in book, and answered questions with logical and precise answers. Everett Perry is a smart, professional, and hard-working employee. He’s relentlessly upbeat, and is a pleasure with which to work. I firmly believe that his skill set is an attractive package to any employer. Respectfully, John Kinahan Managing Director Group One Trading LP"

Listed skills include Equities, Trading, Options, Bloomberg, and 22 others.

Current workplace

Everett K Perry, Cfa's current company

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Citadel
Citadel
Product Management | Business Analysis | Enterprise Data @ Citadel
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9 roles

Everett K Perry, Cfa work experience

A career timeline built from the work history available for this profile.

Product Manager | Business Analyst, Enterprise Reference Data

Current

Miami, Florida, Us

Dec 2023 - Present

Product Developer, Cib Data Products - Vice President

New York, Ny, Us

Jul 2021 - Nov 2023

Enterprise Relationship Manager - Portfolio Risk & Analytics

New York, Ny, Us

Aug 2020 - Jun 2021

Quant Solutions Specialist - Desktop Build Group

New York, Ny, Us

May 2019 - Aug 2020

Portfolio Client Services And Implementations

New York, Ny, Us

Jun 2015 - May 2019

Fixed Income Derivatives & Portfolio Advanced Specialist

New York, Ny, Us

Jul 2012 - Jun 2015

Trader

Chicago, Illinois, Us

• On-floor trader making electronic and open-outcry markets in 100+ equity option classes on CBOE• Created personalized quoting strategy using over 3,000 settings in proprietary electronic trading platform • Produced daily macroeconomic and capital markets analysis reports taking a stance on market volatility • Analyzed market conditions, trends in order flow and historical and implied volatility in order to value theoretical option prices accurately and effectively manage risk in high-intensity, fast-paced environment

Apr 2011 - Jan 2012

Trader Trainee

Chicago, Illinois, Us

• Operations specialist responsible for completing time sensitive projects and maintaining trader relationships• Increased returns to firm by managing portfolio of 200+ non-quoted complex option positions • Worked closely with traders, brokers & exchanges to input and clear all trades, reducing 90% of clearing errors • Promoted to trader due to exemplary knowledge of option trading and superior work ethic

Jul 2010 - Apr 2011

Private Banking And Investment Group Intern

New York, Ny, Us

• Worked with team representing Ultra-High net worth clients, managing $2 billion in assets• Developed dynamic investment analysis tools for client accounts utilized by team• Assisted team members in market-data retrieval and analysis and maintained client bookkeeping

Dec 2008 - Jan 2009
4 education records

Everett K Perry, Cfa education

Master Of Finance, Energy Specialization

Tulane University - A.B. Freeman School Of Business

Bachelors Of Science In Management, Finance, Asian Studies

Tulane University - A.B. Freeman School Of Business

Chinese Language And Literature

East China Normal University

Education record

Wellesley High School
FAQ

Frequently asked questions about Everett K Perry, Cfa

Quick answers generated from the profile data available on this page.

What company does Everett K Perry, Cfa work for?

Everett K Perry, Cfa works for Citadel.

What is Everett K Perry, Cfa's role at Citadel?

Everett K Perry, Cfa is listed as Product Management | Business Analysis | Enterprise Data @ Citadel at Citadel.

What is Everett K Perry, Cfa's email address?

AeroLeads has found 1 work email signal at @bloomberg.com for Everett K Perry, Cfa at Citadel.

Where is Everett K Perry, Cfa based?

Everett K Perry, Cfa is based in New York, United States while working with Citadel.

What companies has Everett K Perry, Cfa worked for?

Everett K Perry, Cfa has worked for Citadel, Jpmorgan Chase & Co., Bloomberg Lp, Group One Trading, Lp, and Merrill Lynch.

How can I contact Everett K Perry, Cfa?

You can use AeroLeads to view verified contact signals for Everett K Perry, Cfa at Citadel, including work email, phone, and LinkedIn data when available.

What schools did Everett K Perry, Cfa attend?

Everett K Perry, Cfa holds Master Of Finance, Energy Specialization from Tulane University - A.B. Freeman School Of Business.

What skills is Everett K Perry, Cfa known for?

Everett K Perry, Cfa is listed with skills including Equities, Trading, Options, Bloomberg, Equity Research, Valuation, Portfolio Management, and Investments.

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