Profil
Mr. Juancarlos Peralta is a General Partner & Chief Compliance Officer at Roof Eidam Maycock Peralta LLC.
He joined the firm in 1995.
He became a partner of the firm in 2001.
He is a member of the Financial Planning Association.
Previously he was working for several years as a broker for Lehman Brothers and Merrill Lynch.
Mr. Peralta earned his BS in Finance, Banking and Real Estate from San Francisco State University.
He is a Certified Financial Planner.
Aktive Positionen von John Peralta
| Unternehmen | Position | Beginn |
|---|---|---|
Roof Eidam Maycock Peralta LLC
 Roof Eidam Maycock Peralta LLC Investment ManagersFinance Roof Eidam Maycock Peralta LLC (REMP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Gary E. Roof in 1982 and formerly known as Roof, Eidam & Maycock LLC. REMP provides investment advice and financial planning services to individuals, charitable organizations and institutions. They also provide consulting services for pension plans. | Compliance Officer | 01.01.1995 |
Ehemalige bekannte Positionen von John Peralta
| Unternehmen | Position | Ende |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
Erfahrungen
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Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Roof Eidam Maycock Peralta LLC
Roof Eidam Maycock Peralta LLC Investment ManagersFinance Roof Eidam Maycock Peralta LLC (REMP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Gary E. Roof in 1982 and formerly known as Roof, Eidam & Maycock LLC. REMP provides investment advice and financial planning services to individuals, charitable organizations and institutions. They also provide consulting services for pension plans. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
