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Michael Peralta Email & Phone Number
Portfolio Manager at Clarfeld Financial Advisors
at
Citizens
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Manager at Clarfeld Financial Advisors
Location
Wappingers Falls, New York, United States
Company size
Who is Michael Peralta? Overview
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Quick answer
Michael Peralta is listed as Portfolio Manager at Clarfeld Financial Advisors at Citizens, a company with 22674 employees, based in Wappingers Falls, New York, United States. AeroLeads shows a matched LinkedIn profile for Michael Peralta.
Michael Peralta previously worked as Portfolio Manager at Citizens and Private Wealth Investment Assistant at Citizens. Michael Peralta holds Bachelor Of Science - Bs, Finance And Value Investing from Fordham Gabelli School Of Business.
Company email context
Email format at Citizens
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Citizens
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Profile bio
About Michael Peralta
Professional in Wealth Management with 2 years of financial experience balancing investment portfolios for High Net Worth and Ultra High Net Worth clients.
Current workplace
Michael Peralta's current company
Company context helps verify the profile and gives searchers a useful next step.
Citizens
7 roles
Michael Peralta work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current- Provided recommendations to trade assets tailored to align with the firm’s targeted investment strategies for 200+ clients under coverage- Streamlined bulk trading processes by migrating account data into a sophisticated trading software to optimize communication lead times with advisors by 33%- Identified areas of improvement for investment returns on.
Jul 2023 - Present
Private Wealth Investment Assistant
- Assisted with preparation and delivery of quarterly investment performance reports for 1,000+ clients in a firm with over $23 billion in Assets Under Management (AUM)
- Provided ad-hoc portfolio performance reports upon request to teams of 20+ financial advisors
- Collaborated with 2 separate internal departments to enhance efficiency in quarterly reporting for institutional clients
May 2022 - Jul 2023
Equity Research Intern
-Conducted thorough financial analysis of 6 public companies with market capitalizations between $13 billion and $86 billion using 3-statement financial models and forecasting-Identified buying and selling opportunities using a multiples valuation approach with a 5-year time horizon for a buy-side investment firm-Utilized S&P Global Capital IQ to conduct.
Sep 2020 - Jan 2021
Internal Audits Intern
-Worked in conjunction with the Information Security department to identify security risks within company software-Researched different training software to improve company training through gamification-Successfully presented a gamification PowerPoint to the Chief Information Security Officer
Jun 2018 - Aug 2018
Internal Audits Intern
-Assisted certified internal auditors with analyzing departments' adherence to company policy-Surveyed authorization reports to different entries within the building-Assisted with the creation of a 5 year audit plan for different departments within the entire company
Jul 2017 - Sep 2017
Teaching Assistant In Religious Studies
Assisted teaching incoming students preparing to receive their holy sacraments through the RCIT (Rite of Christian Initiation for Teens) Program
Sep 2015 - Jun 2016
Team & coworkers
Colleagues at Citizens
Other employees you can reach at citizensbank.com. View company contacts for 22674 employees →
LG
Larry Gajda
Colleague at Citizens
Brown County, Wisconsin, United States, United States
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YV
Yvette Vargas
Colleague at Citizens
West Orange, New Jersey, United States, United States
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MC
Michael Cama
Colleague at Citizens
Brooklyn, New York, United States, United States
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BF
Barry Frye
Colleague at Citizens
Westmoreland, Tennessee, United States, United States
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TW
Tia Walker
Colleague at Citizens
Pittsburgh, Pennsylvania, United States, United States
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DM
Debra Murphy
Colleague at Citizens
Greater Pittsburgh Region, United States
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CN
Christine N Cetenich
Colleague at Citizens
Coventry, Rhode Island, United States, United States
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KM
Kofi Manning
Colleague at Citizens
New York City Metropolitan Area, United States
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MS
Melissa Stokes
Colleague at Citizens
Glen Allen, Virginia, United States, United States
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AI
Alicia Irvin
Colleague at Citizens
United States, United States
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Larry Gajda
Colleague at Citizens
Brown County, Wisconsin, United States, United States
View →
YV
Yvette Vargas
Colleague at Citizens
West Orange, New Jersey, United States, United States
View →
MC
Michael Cama
Colleague at Citizens
Brooklyn, New York, United States, United States
View →
BF
Barry Frye
Colleague at Citizens
Westmoreland, Tennessee, United States, United States
View →
TW
Tia Walker
Colleague at Citizens
Pittsburgh, Pennsylvania, United States, United States
View →
DM
Debra Murphy
Colleague at Citizens
Greater Pittsburgh Region, United States
View →
CN
Christine N Cetenich
Colleague at Citizens
Coventry, Rhode Island, United States, United States
View →
KM
Kofi Manning
Colleague at Citizens
New York City Metropolitan Area, United States
View →
MS
Melissa Stokes
Colleague at Citizens
Glen Allen, Virginia, United States, United States
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AI
Alicia Irvin
Colleague at Citizens
United States, United States
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2 education records
Michael Peralta education
Bachelor Of Science - Bs, Finance And Value Investing
Fordham Gabelli School Of Business
High School
Monroe-Woodbury High School
FAQ
Frequently asked questions about Michael Peralta
Quick answers generated from the profile data available on this page.
What company does Michael Peralta work for?
Michael Peralta works for Citizens.
What is Michael Peralta's role at Citizens?
Michael Peralta is listed as Portfolio Manager at Clarfeld Financial Advisors at Citizens.
Where is Michael Peralta based?
Michael Peralta is based in Wappingers Falls, New York, United States while working with Citizens.
What companies has Michael Peralta worked for?
Michael Peralta has worked for Citizens, Botticelli Capital Partners Llc, 1199 National Benefit Fund, and Sacred Heart Catholic Church.
Who are Michael Peralta's colleagues at Citizens?
Michael Peralta's colleagues at Citizens include Larry Gajda, Yvette Vargas, Michael Cama, Barry Frye, and Tia Walker.
How can I contact Michael Peralta?
You can use AeroLeads to view verified contact signals for Michael Peralta at Citizens, including work email, phone, and LinkedIn data when available.
What schools did Michael Peralta attend?
Michael Peralta holds Bachelor Of Science - Bs, Finance And Value Investing from Fordham Gabelli School Of Business.
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