Brian Perez
About Brian Perez
Brian Perez is a Finance Product Controller at Jefferies with extensive experience in finance roles at ING, Bank of America Merrill Lynch, and Bloomberg LP.
Title
Brian Perez holds the position of Finance Product Controller. In this role, he is responsible for overseeing financial products and ensuring their accurate reporting and valuation.
Current Role at Jefferies
Brian Perez has been a Finance Product Controller at Jefferies since 2020, operating from New York, United States. In his current role, he is tasked with ensuring the proper valuation and reporting of financial products, which involves conducting price verification procedures and analyzing balance sheets. His expertise also includes assessing new trades for compliance with valuation and accounting standards.
Previous Role at ING
Before joining Jefferies, Brian Perez served as a Senior Finance Manager at ING from 2013 to 2020 in New York, New York. Over his seven-year tenure, he honed his skills in financial management, focusing on the analysis and reporting of balance sheets and funding sources.
Prior Experience at Bank of America Merrill Lynch
Brian Perez worked as Vice President Finance at Bank of America Merrill Lynch from 2010 to 2013 in New York, NY, United States. In this role, he developed expertise in understanding the capital requirements impacting the trading business and enhanced his skills in price verification and financial analysis.
Early Career at Bloomberg LP
Brian Perez began his career as a Senior Financial Analyst at Bloomberg LP, where he worked from 2009 to 2010 in New York, New York. During his one year there, he built a foundation in financial analysis and reporting, which prepared him for more advanced roles in large financial institutions.