Ricardo A. Perez

Ricardo A. Perez

Supervisor, Alternative Investment Assurance Services @ Marcum

About Ricardo A. Perez

Ricardo A. Perez is a Supervisor in Alternative Investment Assurance Services at Marcum LLP, where he has worked since 2018. He has a background in financial accounting and management, with significant experience in the alternative investment industry and a history of service in the US Marine Corps.

Work at Marcum

Ricardo A. Perez has been employed at Marcum LLP since 2018, where he holds the position of Supervisor in Alternative Investment Assurance Services. In this role, he oversees various assurance services related to alternative investments, leveraging his extensive experience in the field. Prior to his current tenure, he worked at Marcum LLP from 2013 to 2017 in the same capacity, further solidifying his expertise in alternative investments.

Education and Expertise

Ricardo A. Perez earned his Bachelor’s Degree in Finance and Accounting from Rutgers, The State University of New Jersey-Newark. His educational background provides a solid foundation for his career in financial accounting and management. He possesses strong skills in financial accounting, project management, and is proficient in tools such as Microsoft Excel and QuickBooks.

Background

Before entering the finance sector, Ricardo A. Perez served in the US Marine Corps as a Sergeant from 2003 to 2011 in Brooklyn, NY. This experience contributed to his leadership skills and discipline, which he applies in his professional career. Following his military service, he transitioned into the financial industry, gaining experience at various firms.

Previous Work Experience

Ricardo A. Perez has a diverse work history in the alternative investment industry. He served as Vice President of Product Accounting at EnTrustPermal from 2017 to 2018. Prior to that, he was a Senior Auditor specializing in Alternative Investments at Rothstein Kass from 2010 to 2013. His roles have equipped him with a comprehensive understanding of the financial landscape within alternative investments.

Skills and Specializations

Ricardo A. Perez has developed strong skills in financial accounting and management throughout his career. His proficiency in Microsoft Excel and QuickBooks enhances his ability to manage financial data effectively. Additionally, he has extensive experience in project management, particularly within the alternative investment sector, showcasing his capability to lead and execute complex financial projects.

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