Michael G Perez

Michael G Perez has over twenty-five years of experience in management consulting and advisory services, with a focus on business transformation in the financial services industry. Michael G has held various roles throughout their career, including Managing Director at F2 Strategy and Oakbrook Solutions, Owner and Wealth Management Business Advisory Consultant at Michael Gary Consulting, Inc., and Consultant at Peapack-Gladstone Bank Private Banking. Michael G has also worked as an SME Project Manager at MassMutual, a Business Transformation Consultant at Banco Sabadell, and in product management and business analysis at Innovest Systems. Additionally, they have served as a Project Manager at Israel Discount Bank, managing a multi-phased strategic initiative for the implementation of a new wealth platform and outsourcing solution. Michael G has also worked as a Manager at Grant Thornton LLP, focusing on the banking sector, and as a Project Manager for client onboarding and FATCA compliance at Vastardis Capital Services Holdings LP. Michael Perez is known for their expertise in private banking, trust, custody, and wealth management.

Michael G Perez attended Thomas Edison State University from 2016 to 2017, where they pursued studies in computer science. Prior to that, they studied computer science at County College of Morris from 1982 to 1985. In addition to their educational background, Michael also obtained the SEI Certified Implementation Consultant certification from SEI Private Banking in 2015.