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Carlos Perez

Executive Director & Northeast Industry Executive, Multinational Corporations at JPMorgan Chase & Co.

Carlos Perez is a seasoned professional in the field of wealth management and financial consulting, with a rich background that includes roles at prestigious organizations like Frost Investment Services, Comerica Wealth Management, RBC Wealth Management, Merrill Lynch, and Morgan Stanley Private Wealth Management. He has also worked as a Player Agent at Select Sports Group. Carlos Perez is a graduate of the University of Houston, where he honed his skills and knowledge in finance and investment strategies.

Highlights

[PDF] Carlos Perez - SEC.gov

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Carlos Perez
Carlos Perez, photo 1
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Experience

Executive Director & Northeast Industry Executive, Multinational Corporations at JPMorgan Chase & Co. (March 2021 - Present)
Executive Director, Multinational Corporations at JPMorgan Chase & Co. (January 2019 - September 2021); Executive Director - Middle Market Banking at JPMorgan Chase & Co. (February 2017 - January 2019); Vice President - Middle Market Banking at JPMorgan Chase & Co. (September 2011 - February 2017); Relationship Manager - Commercial and Industrial Banking at Regions Financial Corporation (May 2006 - September 2011)

Education

Leadership Miami; Florida International University - College of Business Administration

Location

Houston, Texas, United States