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Adrian Perez provides clients with guidance and advice on maximizing global liquidity though a range of deposit, cash concentration and investment solutions. As part of his role, he serves as the firm’s liquidity management subject matter expert for the Midwest and is responsible for maintaining and communicating the latest knowledge on regulatory changes, trends and best practices.
Adrian has been with the firm for five years. Before joining JPMorgan Chase & Co., he was a treasury management consultant; prior to that, he worked for over ten years at the Royal Bank of Scotland.
Adrian graduated from the University of Illinois Urbana-Champaign with a Bachelor of Arts in Economics and an MBA in Financial Engineering, and he holds an Association of Corporate Treasurers (ACT) Certificate in International Cash Management (CertICM) designation, as well as the Association for Financial Professionals Certified Treasury Professional (CTP) designation.
Adrian is a regular speaker in various national and regional treasury related conferences.
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