Mark Perry Email & Phone Number
@janney.com
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Who is Mark Perry? Overview
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Mark Perry is listed as Vice President, FIG Investment Banking at Citizens Capital Markets and Advisory, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at janney.com and a matched LinkedIn profile for Mark Perry.
Mark Perry previously worked as Vice President, FIG Investment Banking at Citizens Jmp and Vice President Investment Banking at Janney Montgomery Scott Llc. Mark Perry holds Bachelor Of Business Administration (B.B.A.), Risk Management & Insurance, Certificate In Legal Studies from The University Of Georgia.
Email format at Citizens Capital Markets and Advisory
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AeroLeads found 1 current-domain work email signal for Mark Perry. Compare company email patterns before reaching out.
About Mark Perry
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.
Listed skills include Microsoft Office, Customer Service, Highly Motivated Self Starter, Trading, and 18 others.
Mark Perry's current company
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Mark Perry work experience
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Vice President, Fig Investment Banking
Current
Vice President Investment Banking
Investment Banking Associate
FIG Partners was acquired by Janney Montgomery Scott LLC
Investment Banking Associate
Investment Banking Analyst
- 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
Investment Banking Summer Analyst Intern
- 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
Investment Banking Analyst Intern, M&A Advisory
- 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
Second Year Wealth Management Intern
- 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 Manager
- 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 Intern
- Actively trade on the platform with the objective being to generate a robust portfolio while staying within the trading rules
Wealth Management Intern
- 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
Mark Perry education
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The University Of Georgia
Frequently asked questions about Mark Perry
Quick answers generated from the profile data available on this page.
What company does Mark Perry work for?
Mark Perry works for Citizens Capital Markets and Advisory.
What is Mark Perry's role at Citizens Capital Markets and Advisory?
Mark Perry is listed as Vice President, FIG Investment Banking at Citizens Capital Markets and Advisory.
What is Mark Perry's email address?
AeroLeads has found 1 work email signal at @janney.com for Mark Perry at Citizens Capital Markets and Advisory.
Where is Mark Perry based?
Mark Perry is based in Atlanta Metropolitan Area, United States, United States while working with Citizens Capital Markets and Advisory.
What companies has Mark Perry worked for?
Mark Perry has worked for Citizens Capital Markets And Advisory, Citizens Jmp, Janney Montgomery Scott Llc, Fig Partners, and Silvercloud Partners.
How can I contact Mark Perry?
You can use AeroLeads to view verified contact signals for Mark Perry at Citizens Capital Markets and Advisory, including work email, phone, and LinkedIn data when available.
What schools did Mark Perry attend?
Mark Perry holds Bachelor Of Business Administration (B.B.A.), Risk Management & Insurance, Certificate In Legal Studies from The University Of Georgia.
What skills is Mark Perry known for?
Mark Perry is listed with skills including Microsoft Office, Customer Service, Highly Motivated Self Starter, Trading, High Level Of Initiative, Financial Analysis, Asset Allocation, and Always Willing To Learn.
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