David Perez has a solid work experience history, starting in 2006 as a Manager at Ernst & Young. David then worked as an Associate at Houlihan Lokey from 2012 to 2014. After that, they joined Air Serv Corporation as a Senior Director of Finance from 2014 to 2015. David then moved on to Slalom Consulting, where they worked in Strategy and Operations from 2015 to 2017. Currently, they are working at CARROLL, starting as the Chief Operating Officer in 2017 and later becoming the President and Chief Operating Officer in July 2022.
David Perez has a strong education background with a focus on leadership and finance. David obtained a Certificate in Leadership from the University of Georgia's Institute for Leadership Advancement from 2004 to 2006. Additionally, they earned a BBA in Finance from the University of Georgia's Terry College of Business during the same period.
In terms of additional certifications, David obtained the Series 63 and Series 79 certifications from the Financial Industry Regulatory Authority in March 2012. David also became an Accredited Senior Appraiser through the American Society of Appraisers in November 2011.
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