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Mickey Perez

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Mickey Perez

Executive Director, Pbg Market Manager

New York, New York, United States

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Mickey Perez

Summary

Mickey Perez is an accomplished Executive Director with extensive experience in wealth management and banking, currently leading the PBG Market Manager team at Morgan Stanley. With a strong focus on relationship building and team development, Mickey is passionate about helping clients achieve their financial goals while fostering a culture of diversity and inclusion within his team. Known as a change agent, he has a proven track record of driving growth and performance through strategic planning and data analytics. Mickey's expertise spans asset management, private banking, and financial services, making him a valuable asset in the national commercial banking industry. He has consistently exceeded lending targets and improved team performance through innovative strategies and collaborative partnerships. With a foundation in trust and estate administration, Mickey brings a holistic approach to client advisory services. His leadership style emphasizes accountability, continuous improvement, and a commitment to delivering exceptional client experiences.

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

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Corporate Experience

Mickey Perez

Work Experience

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Executive Director, Pbg Market Manager at

Morgan Stanley

February 2024 - Present

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Executive Director - Private Banking Group Sales Desk Manager at

Morgan Stanley

April 2014 - October 2018

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Philanthropic Consultant, Vice President at

Wachovia

May 2008 - June 2009

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Mickey Perez

Education

University of Notre Dame, Bachelor Of Arts - Ba

Frequently Asked Questions about Mickey Perez

Where Mickey Perez graduated from?

Mickey Perez holds a degree in from University of Notre Dame.

Who is Mickey Perez?

Mickey Perez is an accomplished Executive Director with extensive experience in wealth management and banking, currently leading the PBG Market Manager team at Morgan Stanley. With a strong focus on relationship building and team development, Mickey is passionate about helping clients achieve their financial goals while fostering a culture of diversity and inclusion within his team. Known as a change agent, he has a proven track record of driving growth and performance through strategic planning and data analytics. Mickey's expertise spans asset management, private banking, and financial services, making him a valuable asset in the national commercial banking industry. He has consistently exceeded lending targets and improved team performance through innovative strategies and collaborative partnerships. With a foundation in trust and estate administration, Mickey brings a holistic approach to client advisory services. His leadership style emphasizes accountability, continuous improvement, and a commitment to delivering exceptional client experiences.

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