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Joseph Peri Email & Phone Number
Paraplanner
at
Twenty Four Wealth
2 work emails found
@mtb.com
1 phone found area 917
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Paraplanner
Location
Norwalk, Connecticut, United States
Company size
Who is Joseph Peri? Overview
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Quick answer
Joseph Peri is listed as Paraplanner at Twenty Four Wealth, a with 20 employees, based in Norwalk, Connecticut, United States. AeroLeads shows a work email signal at mtb.com, phone signal with area code 917, and a matched LinkedIn profile for Joseph Peri.
Joseph Peri previously worked as SVP - Asset Liability Management at M&T Bank and Asset Liability Management Lead Analyst at M&T Bank. Joseph Peri holds Master Of Business Administration (Mba), Finance, General from State University Of New York At Buffalo.
Company email context
Email format at Twenty Four Wealth
This section adds company-level context without repeating Joseph Peri's masked contact details.
{first_initial}{last}@mtb.com
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AeroLeads found 2 current-domain work email signals for Joseph Peri. Compare company email patterns before reaching out.
Profile bio
About Joseph Peri
Bank balance sheet and deposit strategist with deep, well-rounded experience in analyzing bank financials, devising asset/liability and balance sheet management strategies and presenting/pitching to bank executives and boards of directors. Able to leverage a strong foundation in interest rate risk and fixed income portfolio management to develop creative solutions for banks with the aim of maximizing balance sheet efficiency and optimizing impact to earnings, capital, and interest rate risk profile. Highly ethical, dedicated and hard-working. I'm interested in networking and connecting:joeperi14@gmail.com718-619-9879
Listed skills include Fixed Income, Valuation, Financial Modeling, Derivatives, and 12 others.
Current workplace
Joseph Peri's current company
Company context helps verify the profile and gives searchers a useful next step.
Twenty Four Wealth
8 roles
Joseph Peri work experience
A career timeline built from the work history available for this profile.
Svp - Asset Liability Management
Current
Feb 2023 - Present
Asset Liability Management Lead Analyst
Nov 2021 - Feb 2023
Deposit Product Manager
Responsible for driving thought leadership on a comprehensive strategy to support the Bank's deposit growth objectives. This includes overseeing processes that supports the functioning, management, and development of deposit products.
Jul 2017 - Mar 2021
Balance Sheet Strategist
Responsible for originating, creating, and executing customized balance sheet solutions for U.S. financial institutions on ways to improve profitability and mitigate risks by taking into consideration liquidity and interest rate risk management, capital utilization, derivatives and hedging, wholesale funding strategies, fixed income portfolio management, regulatory changes and industry trends.
May 2013 - Jul 2017
Fixed Income Sales
● Routinely planned, coordinated and directed meetings with CEOs and CFOs of community banks to successfully build and maintain relationships ● Cross-sold Investment Banking, Rates and Brokered CD services to clients which strengthened the overall relationship with the firm and diversified revenue streams● Worked with senior management teams of community banks ($200mm - $3B assets) to develop balance sheet programs tailored to their overall corporate planning and strategic goals
Jul 2010 - Apr 2013
Fixed Income Trader
● Responsible for executing trades among Agency and Non-Agency Pass-Throughs and Agency ARMs/CMOs● Developed strong product knowledge advising the Salesforce on relative value across fixed income asset universe● Communicated color on the fixed income market such as movements in the treasury curve and MBS spreads to the Salesforce on the Agency MBS sector
Jan 2008 - Jun 2010
Asset Liability Management Analyst
● Provided NII simulation and EVE analysis for dozens of banks per year in order to advise on interest rate risk management● Presented asset/liability analysis to bank senior management on restructuring opportunities to improve the balance sheet● Prepared and presented leverage models that quantified earnings and A/L impact of leverage trades on the balance sheet
Aug 2004 - Dec 2007
2 education records
Joseph Peri education
Master Of Business Administration (Mba), Finance, General
Bachelor Of Engineering (B.E.), Civil Engineering
FAQ
Frequently asked questions about Joseph Peri
Quick answers generated from the profile data available on this page.
What company does Joseph Peri work for?
Joseph Peri works for Twenty Four Wealth.
What is Joseph Peri's role at Twenty Four Wealth?
Joseph Peri is listed as Paraplanner at Twenty Four Wealth.
What is Joseph Peri's email address?
AeroLeads has found 2 work email signals at @mtb.com for Joseph Peri at Twenty Four Wealth.
What is Joseph Peri's phone number?
AeroLeads has found 1 phone signal(s) with area code 917 for Joseph Peri at Twenty Four Wealth.
Where is Joseph Peri based?
Joseph Peri is based in Norwalk, Connecticut, United States while working with Twenty Four Wealth.
What companies has Joseph Peri worked for?
Joseph Peri has worked for Twenty Four Wealth, M&T Bank, Bank Leumi Usa, and Sandler O'Neill + Partners, L.P..
How can I contact Joseph Peri?
You can use AeroLeads to view verified contact signals for Joseph Peri at Twenty Four Wealth, including work email, phone, and LinkedIn data when available.
What schools did Joseph Peri attend?
Joseph Peri holds Master Of Business Administration (Mba), Finance, General from State University Of New York At Buffalo.
What skills is Joseph Peri known for?
Joseph Peri is listed with skills including Fixed Income, Valuation, Financial Modeling, Derivatives, Financial Services, Bloomberg, Equity Research, and Series 7.
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