Michael Perez, Managing Director of Oakbrook’s Business Transformation Practice, has over twenty-five (25) years’ experience in management consulting and advisory services with a focus in business transformation in Financial Services. He is dedicated to providing professional services to domestic and international Private Banking, Trust & Custody, Treasury and the Wealth Management.  Oakbrook’s Clients include some of the oldest trust companies and custodians in the U.S. and abroad that provide personal wealth management to some of the wealthiest individuals, families and institutions.

Michael partners with his Clients in the design, development and implementation of scalable, robust solutions that capitalize on today’s opportunities and meet tomorrow’s challenges.   Michael has led multiple finance transformation initiatives including business analytics, business process outsourcing, financial systems implementations, merger and transition integration, performance improvement, process redesign and regulatory reform. His leadership has been instrumental in the successful development and change management of numerous enterprise wide projects and integration solutions.

Oakbrook’s’ Clients look to him for strategic solutions for the improvement and assessment of their operational and technology processes as well as benchmarking their current and future goals. Michael is one of twelve (12) certified SEI SWP Consultants at Oakbrook. Clients leverage his business acumen, insight into their organizational needs, clear communication skills and his technical background in software engineering.


336-714-0321 Ext. 4   


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