Analyst, Growth
Current
Apr 2024 - Present
AeroLeads people directory · profile
Patrick Perez, Cfa Email & Phone Number
Analyst, Growth at Mariner Institutional
at
Mariner
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Analyst, Growth at Mariner Institutional
Location
Orlando, Florida, United States
Who is Patrick Perez, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Perez, Cfa is listed as Analyst, Growth at Mariner Institutional at Mariner, based in Orlando, Florida, United States. AeroLeads shows a matched LinkedIn profile for Patrick Perez, Cfa.
Patrick Perez, Cfa previously worked as Analyst, Growth at Mariner and Solutions and Growth Analyst at Andco Consulting. Patrick Perez, Cfa holds Master'S Degree, International Business from University Of Florida.
Company email context
Email format at Mariner
This section adds company-level context without repeating Patrick Perez, Cfa's masked contact details.
Mariner
Review company-level records connected to Patrick Perez, Cfa before choosing the right outreach path.
Profile bio
About Patrick Perez, Cfa
Patrick Perez, Cfa is a Analyst, Growth at Mariner Institutional at Mariner. He is proficient in Spanish.
Current workplace
Patrick Perez, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Patrick Perez, Cfa work experience
A career timeline built from the work history available for this profile.
Solutions And Growth Analyst
Jul 2023 - Apr 2024
Senior Analyst
Jul 2021 - Jul 2023
Analyst
Jul 2019 - Jul 2021
Wealth Management Summer Analyst
- Assisted the group by reviewing portfolio performance, creating investment proposals, and maintaining regulatory standards within accounts
- Created performance comparisons between various mutual funds and the firm’s CIO portfolios to uncover which investment vehicles fit certain clients’ risk profiles and performed the best on a risk adjusted basis
Jun 2018 - Aug 2018
Loan Coordinator
- Worked on the retention team as the company’s first point of contact with past borrowers with the goal of maintaining them as clients through refinancing their current mortgage
- Monitored interest rate fluctuations on a daily basis in order to identify past borrowers who would benefit from refinancing
Jan 2018 - May 2018
Business Analyst Intern
- Analyzed the day to day functions of the company including sales, workflow, marketing, and technology to generate various SWOT reports aimed at uncovering trends, identifying opportunities, and developing strategy
- Created industry production visuals to show how the firm compares to its competitors from an efficacy and efficiency standpoint
- Worked on a team to compile our SWOT reports into a presentation where we provided the executive team with recommendations on how to increase productivity in certain sectors of the company
Jun 2017 - Aug 2017
2 education records
Patrick Perez, Cfa education
Master'S Degree, International Business
University Of Florida
Bachelor Of Science - Bs, Finance
University Of Florida
FAQ
Frequently asked questions about Patrick Perez, Cfa
Quick answers generated from the profile data available on this page.
What company does Patrick Perez, Cfa work for?
Patrick Perez, Cfa works for Mariner.
What is Patrick Perez, Cfa's role at Mariner?
Patrick Perez, Cfa is listed as Analyst, Growth at Mariner Institutional at Mariner.
Where is Patrick Perez, Cfa based?
Patrick Perez, Cfa is based in Orlando, Florida, United States while working with Mariner.
What companies has Patrick Perez, Cfa worked for?
Patrick Perez, Cfa has worked for Mariner, Andco Consulting, Pfm Asset Management Llc, Bank Of America Merrill Lynch, and Fbc Mortgage, Llc.
How can I contact Patrick Perez, Cfa?
You can use AeroLeads to view verified contact signals for Patrick Perez, Cfa at Mariner, including work email, phone, and LinkedIn data when available.
What schools did Patrick Perez, Cfa attend?
Patrick Perez, Cfa holds Master'S Degree, International Business from University Of Florida.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial