Joseph Peri
Paraplanner at Twenty Four Wealth
Based in Norwalk, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Norwalk
Industry
Financial Services
Company size
21
Contact information
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j•••••••@twentyfourwealth.com
Phone
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Background
About Joseph Peri
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.com 718-619-9879
Decision-makers
Other people at Twenty Four Wealth
- DDDirector
Dawn Demaio
Director - Client & Retail Relations · Other
- JWStaff
Justin Widomski
Paraplanner · Finance & Accounting
- SMManager
Shaila Marie Caballero
Administrative Services Manager · Operations
- RHDirector
Ryan Hunter
Director of Financial Planning · Finance & Accounting
- RMManager
Robert McLean
Senior Financial Planning Analyst · Finance & Accounting
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