Brian Perez
About Brian Perez
Brian Perez is an Enterprise Account Executive at Treasure Data, with extensive experience in sales and leadership roles across the financial services sector. He has a strong background in global economics, wealth management, and strategic planning, having previously worked at notable companies such as Salesforce and Fisher Investments.
Work at Treasure Data
Brian Perez currently serves as an Enterprise Account Executive at Treasure Data, a position he has held since 2024. He is based in Mountain View, California, where he focuses on developing enterprise-level client relationships and driving sales growth. His role involves leveraging his extensive experience in sales and account management to enhance customer engagement and satisfaction.
Previous Experience at Salesforce
Prior to his current role, Brian worked at Salesforce as an Account Executive in the General Business - Financial Services sector from 2020 to 2023. During his three years in this position, he operated in the San Francisco Bay Area, where he contributed to sales strategies and client management within the financial services industry.
Background in Financial Services
Brian has a substantial background in financial services, having worked at Fisher Investments, LLC from 1999 to 2012 in senior leadership and operational roles. His experience includes overseeing sales and service initiatives and reporting directly to the Executive Team of the firm, which is the second largest registered investment advisor in the country.
Education and Expertise
Brian holds a Bachelor of Business Administration (B.B.A.) in Finance from the University of Notre Dame. He also participated in an Immersion Program at Universidad Iberoamericana in Ciudad de México. His expertise encompasses global economics, capital markets, wealth management, and financial planning, which he applies in his professional roles.
Achievements in Sales and Leadership
Throughout his career, Brian has been involved in significant initiatives, such as launching a venture fund financed start-up and establishing a sales and service team for a Series B funded robo-advisor. He has also successfully launched a de-novo business aimed at serving low-to-moderate income consumers, demonstrating his capability in building and scaling organizations.