Looking for a job

Angel Perez

@angelperez3

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I analyze markets, value companies, and build client relationships through finance and consultative sales.

United States

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What I'm looking for

I'm looking to apply my financial modeling, valuation, investment research, and portfolio-analysis skills in a finance or markets-focused role where I can analyze data, evaluate opportunities, and continue building practical experience.

I analyze public companies, financial markets, and investment opportunities through fundamental and technical research. I manage a personal portfolio across equities and options, applying position sizing, risk management, and capital preservation strategies.

I've completed Excel-based DCF, comparable-company, market-sizing, Monte Carlo, and portfolio-risk analyses using valuation metrics, WACC, sensitivity analysis, Sharpe ratio, Treynor ratio, and alpha.

Alongside finance, I've built six-plus years of client-facing sales and leadership experience. At Maria Isabel and The Bungalow Kitchen Tiburon, I've supported teams, improved service workflows, driven food and beverage revenue, and helped raise guest satisfaction scores from 3.4 to 4.87.

Experience

Work history, roles, and key accomplishments

Current

Lead Server | Opening Team

Current

Maria Isabel

Feb 2026 - Present (8 months)

Selected for the opening team of a MICHELIN Guide-recognized restaurant and named one of Bon Appétit's Best New Restaurants. Led and supported 7-10 team members, improving service workflows and representing the restaurant during media visits.

Team Leadership Wine and Spirits Recommendations Workflow Improvement Media Representation

Current

Investment & Markets Analyst

Current

Independent

Nov 2021 - Present (4 years 11 months)

Manage a personal investment portfolio of up to $37K across equities and options, applying position sizing, risk management, and capital preservation strategies. Conduct fundamental and technical analysis of public companies to identify opportunities.

Equities Options Fundamental analysis Technical analysis Risk Management Portfolio Management Federal Reserve Procedures Economic Data Monitoring

Server

The Bungalow Kitchen Tiburon by Michael Mina

Dec 2021 - Jan 2026 (4 years 1 month)

Earned promotion from Server Assistant to Food Runner to Server within five months. Helped drive guest satisfaction scores from 3.4 to 4.87 within two months through personalized service and proactive guest engagement.

Guest Satisfaction Consultative Approach Upselling Client Relationship Building High Volume Service