Miguel A. Perez

Miguel A. Perez is a seasoned compliance professional with extensive experience in risk management and compliance within the financial services sector. Currently serving as a Senior Manager at Charles Schwab since January 2022, Miguel A. Perez focuses on the ongoing testing of compliance controls and processes. Prior experience includes roles as a Senior Compliance Officer and Compliance Officer at BMO Financial Group, where responsibilities involved testing and advisory roles in wealth management and corporate areas. Earlier career experience includes a position as an Account Representative at Mesirow, specializing in corporate insurance and operational risk. Miguel A. Perez holds an MBA in Finance from the University of Illinois Chicago and a Bachelor's degree in Economics from the same institution.