Michael Perez Email & Phone Number

Michael Perez Work

• 2023 -now Managing Director - Family Office Practice @ F2 Strategy
  View Department
• now SEI
• 2017 -2018 Consultant @ Peapack-Gladstone Bank | Private Banking since 1921
• 2016 -2018 Sme @ MassMutual
• 2018 -2018 Business Transformation Consultant @ Banco Sabadell
• 2018 -now Managing Director, Business Transformation Practice @ Oakbrook Solutions
• 2017 -2017 Product Management and Business Analysis @ SS&C Innovest
• 2011 -2017 Project Manager @ IDB Bank
• 2009 -2014 Manager @ Grant Thornton LLP (US)
• 2013 -2013 Project Manager and Client Onboarding-Fatca @ Vastardis Capital Services Holdings
• 2009 -2011 Project Manager @ LECG
• 2009 -2011 Project Manager @ The Royal Bank of Scotland Group
• 2007 -2009 Consultant @ U.S. Trust
• 2007 -2009 PM - Wimt PWM Transition Resource @ Bank of America
• 1999 -2009 Owner @ Michael Gary Consulting, Inc.
• 2007 -2007 Consultant @ Ipreo
• 2006 -2007 Consultant @ TD
• 2006 -2007 Consultant @ TD Ameritrade
• 1988 -2007 Consultant Sme Fis Global Plus Vision @ UBS
• 2002 -2006 Consultant Was Information Systems Division @ Wilmington Trust
• 2006 -2006 Consultant @ Fiserv ISS
• 2003 -2005 Consultant @ State Street
• 2005 -2005 Contractor @ Lehman Brothers
• 2003 -2005 Consultant @ SunGard - now part of FIS
• 1991 -2005 Sme - Consultant @ JPMorgan Chase & Co.
• 2002 -2003 Consultant @ Deutsche Bank
• 1994 -2002 Vice President @ Fiduciary Trust International
• 1990 -2000 Consultant and Assistant Vice President Asset and Wealth Management @ Chase
  View Department
• 1999 -now Wealth Management Advisory Consultant @ Michael Gary Consulting, Inc.
• 1988 -1991 Developer @ Interactive Systems
• 1983 -1986 Computer Operations @ Artistic Identification Systems