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Jose Perez

Investment Associate

Jose Perez is investment associate at The California Wellness Foundation. In this role, he supports the foundation’s Finance team, providing assistance regarding investment oversight. Previously, he served as Cal Wellness’ accountant in 2017-2018. Perez has also served in various accounting and finance roles at Deloitte, UCLA, and Alexandria Real Estate.

He holds a bachelor’s degree in finance from California State University, Northridge.


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