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Rafael Perez Location
United States
Rafael Perez Work
Head of Business Development, USA @ (June 2026 - Present)
Business Development Lead, Americas @ (October 2023 - June 2026)
Business Development Americas Lead @ (October 2023 - June 2026)
Managing Director, Capital Markets. Institutional Investors Solutions. @ (February 2023 - October 2023)
Director Of Business Development @ (October 2018 - February 2023)
Director Of Business Development @ HSBC Bank USA, N.A. (October 2018 - February 2023)
Vice President. Sales and Relationship Management, Institutional Solutions @ (February 2010 - July 2018)
Collateral and OTC Manager @ (January 2006 - January 2010)
Securities lending officer @ (October 2006 - November 2008)
Rafael Perez Education
Université Paris-Sorbonne
Master (Economics)
Rafael Perez Skills
AIF
Asset Management
Business Strategy
C-Suite Selling
Client Development
Cross-functional Team Leadership
Derivatives
Fund Administration
Fund Of Funds
Fund Services
Global Custody
Investments
Management
Mutual Funds
New Business Development
Regional Development
Risk Management
SIF
Sales Management
Strategic Planning
Strategy
UCITS
Sales
Mortgage Lending
Advertising Sales
Investors
Microsoft Excel
Customer Service
Loans
Integration
Institutional
Investment Management
Rafael Perez Summary
Rafael Perez, based in United States, is currently a Head of Business Development, USA at Trident Trust. Rafael Perez brings experience from previous roles at ONE group solutions, Coherent and HSBC Global Banking and Markets. Rafael Perez holds a Master in Economics @ Université Paris-Sorbonne. With a robust skill set that includes AIF, Asset Management, Business Strategy, C-Suite Selling, Client Development and more. Rafael Perez has 2 emails and 5 mobile phone numbers on RocketReach.
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