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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)
Business Development Americas Lead @ (October 2023 - Present)
Business Development Lead, Americas @ (October 2023 - Present)
Rafael Perez Education
Université Paris-Sorbonne
Master (Economics)
Rafael Perez Skills
Fund Administration
Asset Management
UCITS
SIF
Derivatives
Client Development
Fund Of Funds
Fund Services
Global Custody
Management
Risk Management
Mutual Funds
Investments
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 Fund Administration, Asset Management, UCITS, SIF, Derivatives and more. Rafael Perez has 3 emails and 5 mobile phone numbers on RocketReach.
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