Joe Perfetti

Joseph L. Perfetti is a subject matter expert in corporate finance and strategy who has delivered over 1200 teaching days over the past 21 years for leading corporations and consulting firms including McKinsey & Co, Morgan Stanley, Santander, BBVA, Royal Bank of Scotland, Citibank, Standard Chartered, China Merchants Bank, UnitedHealth Group, Shire, GlaxoSmithKline, Eisai, Johnson & Johnson, Sanofi-Aventis, Medtronic, Eli Lilly, West Pennsylvania Allegheny Health System, University of Pennsylvania Health System, Royal Caribbean, Lands’ End, Hughes, Raytheon, AT&T, Entergy, Black & Decker, Sprint, General Electric, Ingersoll Rand, Novelis, Dow Chemical, Lockheed Martin, Raytheon, United Technologies, Force 3, Nestle, ABB, Motorola, Chevron, Sun Microsystems, Worldspan and Delta Air Lines. Perfetti is a partner in the consulting firm CEP LLC focusing on financial consulting, analysis and education for large organizations.

Perfetti serves as a lecturer for the Department of Finance at the Robert H. Smith School of Business at the University of Maryland, College Park and teaches Equity Analysis at the MBA and undergraduate level. Perfetti also teaches for Wharton Executive Education and Duke CE. He has taught in numerous open enrollment and custom programs including the Wharton Executive Development Program. Perfetti was on the team at Wharton that won the 2011 Excellence in Practice Award from EFMD for work at the Royal Bank of Scotland. He was previously an adjunct faculty at Emory University where he taught in the MBA program and in various executive education programs.

Perfetti has authored 3 financial CD ROMs including the award winning Why Finance Matters. A serial entrepreneur, he started Intelliworks Inc., a venture-backed CRM company focused on higher education and an online knowledge sharing company. While at Intelliworks, Perfetti helped raise $19mm of venture financing through several rounds of financing.

Perfetti is a graduate of the Wharton School of Business of the University of Pennsylvania where he was a teaching assistant in the EMBA program. An avid debater, he participated in the 1989 world debate championships in Glasgow, Scotland.

Companies

• Interim Chief Financial Officer Brown & Toland Physicians (2021)
• Host, The Agile Dashboard on LinkedIn Live Duke Corporate Education (2020)
• Innovation Fellow Duke Corporate Education (2018)
• Lecturer, Department of Finance University of Maryland, College Park (2008)
• Managing Partner Percipient Partners (2005)
• Consultant Wharton Executive Education (2015 — 2019)
• Co-Founder Syllutions Inc. (2012 — 2018)
• Adjunct Professor of Law Georgetown University Law Center (2014 — 2018)
• Learning Director Wharton Executive Education (2011 — 2015)