Daniel Perez

Daniel Perez, CTP, is a seasoned professional with extensive experience in commercial product development and treasury management, currently serving as a Commercial Product Development Officer and Treasury Management Officer at Bankers Trust since June 2019. Previously, Daniel held the position of Project Manager at Wells Fargo from January 2014 to May 2019, where leadership in a Financial Literacy program was a key achievement, including training team members and delivering presentations to businesses and non-profits. Daniel also served as a Branch Manager, overseeing various branch operations such as lending, credit analysis, and staff coaching. Daniel holds a Master of Business Administration (MBA) in Finance from The University of Iowa Tippie College of Business and a Bachelor's degree in Spanish and Political Science from the University of Iowa.