Mark Perry Email and Phone Number
Mark Perry work email
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Mark Perry personal email
I am currently a Vice President in the Financial Institutions (“FIG”) Investment Banking Group at Citizens JMP Securities. Previously I worked as Vice President in the Financial Institutions (“FIG”) Investment Banking Group at Janney Montgomery Scott LLC following Janney's acquisition of FIG Partners LLC. I am a graduate of the University of Georgia with a Bachelor of Business Administration degree in Risk Management and Insurance, and a certificate in Business Legal Studies.
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Vice President, Fig Investment BankingCitizens Capital Markets And AdvisoryAtlanta, Ga, Us
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Vice President, Fig Investment BankingCitizens Jmp Dec 2024 - PresentSan Francisco, Ca, Us -
Vice President Investment BankingJanney Montgomery Scott Llc May 2022 - Dec 2024Philadelphia, Us -
Investment Banking AssociateJanney Montgomery Scott Llc May 2019 - Dec 2024Philadelphia, UsFIG Partners was acquired by Janney Montgomery Scott LLC
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Investment Banking AssociateFig Partners Aug 2018 - Dec 2024
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Investment Banking AnalystFig Partners May 2016 - Aug 2018• Sell-side and buy-side M&A transactions, public and private equity and debt financing, among other corporate financial services• Focus on the financial sector with an emphasis on banks
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Investment Banking Summer Analyst InternFig Partners May 2015 - Aug 2015• Provided analytical support for investment banking operations, catered towards community banks and other financial institutions• Created merger analysis presentations displaying the loan composition, deposit composition, asset quality, geographic compatibility, and financial profile of pro forma entities• Ran data screens to procure sets of comparable transactions, peer companies and target companies for use in valuations• Gained exposure to multiple investment banking services, including public equity and debt offerings and mergers & acquisitions transactions
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Investment Banking Analyst Intern, M&A AdvisorySilvercloud Partners Jan 2015 - May 2015• Helped facilitate mergers and acquisition transactions within the technology sector, with a focus on SaaS companies• Performed market analysis and competitive analysis on multiple projects to assist senior partners in valuing opportunities• Developed a model that displayed the effects of varying levels of debt service on net income for the subsequent 60 months• Assisted with the creation of a Confidential Information Memorandum’s financial section by updating charts & data and editing forecasts
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Second Year Wealth Management InternJ.P. Turner & Company, Llc Jun 2014 - Aug 2014Atlanta, Ga, Us• Vastly increased responsibility and exposure at the firm as a second year intern• Helped earn business through preparation of alternative investment presentations for client meetings• Gained significant exposure to REITs and other alternative investments• Generated efficiency for investment executives through data entry and lead generation• Familiarized myself with other aspects of the industry by attending presentations and meetings -
Business Development Operations ManagerTradingsystems - Automated Trading Strategies Group Jul 2013 - Aug 2014Toronto, Ontario, Ca• Work to improve business operations for our clientele of hedge funds, CTAs, market makers, banks, and personal traders • Facilitate instructional workshops focused on intricate areas of trading, ie market profile analysis, options short squeeze strategies, statistical arbitrage, fibonacci retracements, etc.• Help spread knowledge among all trading spectrums (Stocks, Futures, Forex, Options)• Screen and recruit senior traders to participate in workshops as mentors to junior traders• Negotiate terms with senior traders -
Investment Management InternZolio Inc Sep 2013 - Nov 2013• Actively trade on the platform with the objective being to generate a robust portfolio while staying within the trading rules -
Wealth Management InternJp Turner & Company, Llc Apr 2013 - Jul 2013• Assisted with account management using Modern Portfolio Theory • Prospected high net worth individuals• Gained experience as a member of a successful team consisting of senior and junior representatives• Managed a $1,000,000 virtual portfolio• Interviewed prospective clients in attempt to understand their investment objectives• Conducted analysis on prospective clients’ portfolios and reported the benefits of the firm’s recommended asset allocation• Assisted team with analysis of new investment products, specifically alternative investments• Gained exposure to all aspects of the business, including wealth management, investment banking, legal, and marketing• Networked with senior management through weekly meetings
Mark Perry Skills
Mark Perry Education Details
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The University Of GeorgiaCertificate In Legal Studies
Frequently Asked Questions about Mark Perry
What company does Mark Perry work for?
Mark Perry works for Citizens Capital Markets And Advisory
What is Mark Perry's role at the current company?
Mark Perry's current role is Vice President, FIG Investment Banking.
What is Mark Perry's email address?
Mark Perry's email address is mp****@****ers.com
What schools did Mark Perry attend?
Mark Perry attended The University Of Georgia.
What are some of Mark Perry's interests?
Mark Perry has interest in Math, Investment Banking, Advisory Services, Investing, Finance, New Technologies, Sports, Analysis, Hedge Funds, Mutual Funds.
What skills is Mark Perry known for?
Mark Perry has skills like Microsoft Office, Customer Service, Highly Motivated Self Starter, Trading, High Level Of Initiative, Financial Analysis, Asset Allocation, Always Willing To Learn, Dependable Team Player, Persistence, Microsoft Excel, Computers.
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