Garrett Perez

Treasurer and Board Member @San Jose Downtown Association

San Jose, CA, US
MOBILE NUMBERS
+18•••••••71

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WORK HISTORY

Jan 2019 — Present

Treasurer and Board Member @San Jose Downtown Association

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San Jose, CA, US

Garrett is a board member and serves on the executive committee as its Treasurer. In this role he oversees the finance and accounting department of the association and works closely with management on all aspects of the organizations finances, tax compliance and external audit functions. The San Jose Downtown Association\'s mission is to represent over stakeholders with the ultimate goal of making Downtown San Jose the premier destination to live, work and play.

EDUCATION

2000 — 2005

California Polytechnic State University-San Luis Obispo

Bachelor of Science (B.S.), Business Administration

SKILLS

Generally Accepted Accounting Principles (Gaap)Stock CompensationFinancial AnalysisFinanceAccountingFinancial ReportingIncome TaxHigh Net Worth IndividualsTax AdvisoryQualified Small Business StockTax ResearchLeadershipVenture CapitalEstate PlanningReal EstateExecutive Compensation PlanningTaxWealth Management ServicesCpaManagementGaapFinancial Accounting

ABOUT GARRETT PEREZ

Garrett Perez is a partner and co-founder at Pinnacle Peak Advisors LLC. His background includes more than nineteen years of experience providing tax and advisory services to high-net-worth individuals, families and their privately-held entities. He specializes in matters related to income tax, estate planning and wealth preservation and has an extensive background in stock option and compensation planning as well as the taxation of cryptocurrency. Garrett’s clients include technology company founders and executives at some of Silicon Valley’s most prominent companies, as well as real estate developers, venture capitalists, farmers & ranchers, entrepreneurs and professional athletes.

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