Joseph Peri work email
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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
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ParaplannerTwenty Four WealthNorwalk, Ct, Us
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Svp - Asset Liability ManagementM&T Bank Feb 2023 - PresentNorwalk, Connecticut, United States -
Asset Liability Management Lead AnalystM&T Bank Nov 2021 - Feb 2023Remote
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Deposit Product ManagerBank Leumi Usa Jul 2017 - Mar 2021New York, New YorkResponsible 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. -
Balance Sheet StrategistSandler O'Neill + Partners, L.P. May 2013 - Jul 2017New York, New York, United StatesResponsible 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. -
Fixed Income SalesSandler O'Neill + Partners, L.P. Jul 2010 - Apr 2013New York, New York, United States● 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
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Fixed Income TraderSandler O'Neill + Partners, L.P. Jan 2008 - Jun 2010New York, New York, United States● 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
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Asset Liability Management AnalystSandler O'Neill + Partners, L.P. Aug 2004 - Dec 2007New York, New York, United States● 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
Joseph Peri Skills
Joseph Peri Education Details
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Finance, General -
Civil Engineering
Frequently Asked Questions about Joseph Peri
What company does Joseph Peri work for?
Joseph Peri works for Twenty Four Wealth
What is Joseph Peri's role at the current company?
Joseph Peri's current role is Paraplanner.
What is Joseph Peri's email address?
Joseph Peri's email address is jd****@****hoo.com
What is Joseph Peri's direct phone number?
Joseph Peri's direct phone number is (917) 542*****
What schools did Joseph Peri attend?
Joseph Peri attended State University Of New York At Buffalo, State University Of New York At Buffalo.
What skills is Joseph Peri known for?
Joseph Peri has skills like Fixed Income, Valuation, Financial Modeling, Derivatives, Financial Services, Bloomberg, Equity Research, Series 7, Private Equity, Investments, Asset Management, Series 63.
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Joseph Peri
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Joseph Peri
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Joseph Peri
Adaptable Business Manager | Retail, Pos, Financial Institutions, Service Industry | It Certified | Ba Business ManagementPhillipsburg, Nj1basilbandwagon.com -
Joseph Peri
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