IP

Ingrid Perez

Manager, Surveillance Analytics, Investment Products & Advisory Solutions at Raymond James Financial

Ingrid Perez is a seasoned professional with a robust background in analytics and compliance, currently serving as the Manager of Surveillance Analytics and Metrics Reporting at Raymond James since August 2014. Ingrid oversees the Metrics Reporting program, developing strategic business intelligence roadmaps and integrating data governance policies. Previous roles at Raymond James included the design and analysis of educational programs and compliance support functions. Ingrid's earlier experience includes credentialing and enrollment coordination at Women's Care and administrative supervision at Kennedee Global Services. Educational qualifications include a Bachelor of Science in International Business from the University of Tampa and a Master of Arts in International Relations from Harvard University.

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Timeline

  • Manager, Surveillance Analytics, Investment Products & Advisory Solutions

    May, 2023 - present

  • Manager, Metrics Reporting

    December, 2018

  • PCG Education & Practice Management Analyst

    February, 2017

  • Compliance Support Specialist III

    September, 2015

  • Associate II

    August, 2014