Ed Perez
About Ed Perez
Ed Perez serves as the Senior Vice President and Treasury Solutions Leader at City National Bank, where he has worked since 2016. He has extensive experience in treasury management and credit analysis, having held various positions at notable financial institutions including Bank of America, PNC, and Wachovia Bank.
Current Role at City National Bank
Ed Perez serves as the Senior Vice President and Treasury Solutions Leader at City National Bank, a position he has held since 2016. In this role, he focuses on developing innovative treasury solutions tailored to meet the unique needs of clients. His leadership has contributed to enhancing the bank's treasury management services, which has led to increased client satisfaction and retention. He is also actively involved in mentoring junior staff and promoting a collaborative team environment within the treasury solutions department.
Previous Experience in Treasury Management
Before his current role, Ed Perez held various positions in treasury management across several financial institutions. He worked at City National Bank as Team Lead Treasury Management Sales from 2013 to 2014. He then joined PNC as Large Corporate Treasury Solutions from 2014 to 2016. Prior to that, he served at Bank of America in multiple roles, including VP-Sales Support Manager and Treasury Management Sales Officer, from 2003 to 2008. His experience also includes a tenure at Wachovia Bank as SVP-Sr. Relationship Manager and at JPMorgan Chase as Relationship Manager.
Education and Expertise
Ed Perez studied at Pepperdine University, where he earned a Bachelor of Business Administration (BBA) degree in Business Administration and Management from 2016 to 2020. He possesses strong expertise in credit analysis, which has been crucial in assessing and managing financial risks for the bank's clients. His educational background and professional experience have equipped him with the skills necessary to excel in treasury solutions.
Mentoring and Team Development
In his current role, Ed Perez emphasizes the importance of mentoring junior staff and fostering a collaborative team environment. He actively engages in initiatives that support the professional growth of his team members within the treasury solutions department. This commitment to mentorship helps build a strong foundation for future leaders in the organization.