Santiago Perez

Santiago Perez

Director Strategy & Business Transformation, Wealth Planning Group, Cibc Private Wealth Management @ CIBC

About Santiago Perez

Santiago Perez is the Director of Strategy & Business Transformation at CIBC Private Wealth Management, with extensive experience in business transformation, analytics, and insights within the wealth management and banking sectors.

Title

Santiago Perez serves as the Director of Strategy & Business Transformation for the Wealth Planning Group at CIBC Private Wealth Management. He has held this position since 2021.

Company

Santiago Perez is currently employed by CIBC, a leading North American financial institution. CIBC Private Wealth Management provides comprehensive wealth planning services to high-net-worth clients.

Career at CIBC

Santiago Perez has a long-standing career at CIBC, having held various leadership roles since 2012. His positions have included Director of Business Transformation for Financial Planning & Advice within Commercial and Wealth Management (2019-2021), Director of Program Analytics & Insights for Retail and Business Banking (2016-2019), Senior Manager of Analytics & Strategy Support for Retail and Business Banking (2015-2016), and Senior Consultant for Strategy and Analytics (2013-2014). Santiago started his journey at CIBC as an Associate in the Graduates Matter Rotational Program in 2012.

Education and Expertise

Santiago Perez holds an MBA from the Schulich School of Business at York University, obtained between 2011 and 2013. He also earned a BS in Engineering from Universidad de Los Andes, completing his studies from 2001 to 2006. Additionally, he has an academic background from McGill University, where he studied from 2000 to 2001. His expertise lies in business transformation, strategy, and analytics.

International Work Experience

Before his tenure at CIBC, Santiago Perez worked at CEMEX where he held various managerial positions in Colombia. His roles included Region Head for the Ready Mix Business in Cali and Barranquilla (2009-2010), Plant Manager in Tocancipa (2008), and Portfolio Manager in Bogota (2008). He began his career at CEMEX as an Associate Professional in Development in 2007.

Background in Analytics and Insights

Santiago Perez has a substantial background in analytics and insights. At CIBC, he served as the Director of Program Analytics & Insights for Retail and Business Banking from 2016 to 2019, and as Senior Manager of Analytics & Strategy Support for Retail and Business Banking from 2015 to 2016. His experience in these roles has equipped him with a deep understanding of data-driven decision-making processes in the banking sector.

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