I am a banker who enjoys mountain biking in my free time. I also have a passion for photography and love capturing moments in nature. Additionally, I find relaxation in gardening and cultivating my own vegetables at home.
Nicolas Perez can be reached at nperez@stregisnyc.com for any inquiries. His address is 2 East 55th Street, New York City, USA. You can contact him directly at +1-212-753-4500.
1. As a Senior Loan Officer at WealthTrust Bank from 2012 to 2015, I successfully managed a portfolio of high-net-worth clients and increased loan disbursements by 20%.
2. Serving as a Branch Manager at CapitalPlus Financial Services from 2016 to 2018, I led a team of 15 employees in achieving record-breaking sales targets and improving customer satisfaction ratings by 25%.
3. During my tenure as an Investment Advisor at Prosperity Partners Inc. from 2019 to 2021, I provided tailored financial advice to clients, resulting in a 30% increase in assets under management.
4. Currently employed as a Vice President of Commercial Banking at Summit Finance Group since 2022, I oversee the strategic growth of the commercial lending division and have successfully onboarded several key corporate accounts.
- Proficient in financial analysis and risk assessment, with a proven track record of making sound investment decisions that maximize returns for clients.
- Skilled in developing and maintaining strong relationships with high-net-worth individuals and corporate clients, resulting in increased business opportunities and client satisfaction.
- Experienced in managing complex financial transactions and navigating regulatory requirements to ensure compliance and mitigate risks.
- Excellent communication and negotiation skills, adept at presenting financial information clearly and persuasively to diverse audiences.
The individual transitioned from a career in banking to publishing academic works starting in 2010, contributing valuable research and insights to the field. Their publications reflect their expertise in finance and possibly explore intersections between banking practices and academia.
- Master of Finance, University of Helsinki, 2010
- Bachelor of Business Administration, Aalto University, 2008
- Proficient in financial analysis and risk assessment, with a proven track record of making sound investment decisions that maximize returns for clients.
- Skilled in developing and maintaining strong relationships with high-net-worth individuals and corporate clients, resulting in increased business opportunities and client satisfaction.
- Experienced in managing complex financial transactions and navigating regulatory requirements to ensure compliance and mitigate risks.
- Excellent communication and negotiation skills, adept at presenting financial information clearly and persuasively to diverse audiences.

- Master of Finance, University of Helsinki, 2010
- Bachelor of Business Administration, Aalto University, 2008

I am a banker who enjoys mountain biking in my free time. I also have a passion for photography and love capturing moments in nature. Additionally, I find relaxation in gardening and cultivating my own vegetables at home.

1. As a Senior Loan Officer at WealthTrust Bank from 2012 to 2015, I successfully managed a portfolio of high-net-worth clients and increased loan disbursements by 20%.
2. Serving as a Branch Manager at CapitalPlus Financial Services from 2016 to 2018, I led a team of 15 employees in achieving record-breaking sales targets and improving customer satisfaction ratings by 25%.
3. During my tenure as an Investment Advisor at Prosperity Partners Inc. from 2019 to 2021, I provided tailored financial advice to clients, resulting in a 30% increase in assets under management.
4. Currently employed as a Vice President of Commercial Banking at Summit Finance Group since 2022, I oversee the strategic growth of the commercial lending division and have successfully onboarded several key corporate accounts.

The individual transitioned from a career in banking to publishing academic works starting in 2010, contributing valuable research and insights to the field. Their publications reflect their expertise in finance and possibly explore intersections between banking practices and academia.

Nicolas Perez can be reached at nperez@stregisnyc.com for any inquiries. His address is 2 East 55th Street, New York City, USA. You can contact him directly at +1-212-753-4500.