COL Carlos Perez, Jr., USA, Ret.
Treasurer
Carlos joined Armed Forces Mutual in 2015 and currently serves as Treasurer, responsible for the overall financial integration of Armed Forces Mutual assets across all entities.
Carlos previously served as Assistant Secretary, Chief Operating Officer of Armed Forces Mutual’s life insurance business, and Assistant Treasurer. Beyond his experience with Armed Forces Mutual, Carlos brings more than 26 years of active duty Army leadership as an Engineer Officer in several command and staff assignments, including battalion command in the United States and operational and combat deployments to Bosnia, Iraq, and Afghanistan. His expertise includes programming and budgeting, national security policy, and economic policy. He has also served on the economics faculty at the National Defense University's Eisenhower School and at the United States Military Academy at West Point and was the Professor of Military Science at the University of Hawaii. He holds a B.S. in Mathematical Economics from West Point, a M.B.A. from Stanford University, and an M.S. in National Resource Strategy from The Eisenhower School. Since joining Armed Forces Mutual, Carlos has completed the Fellow, Life Management Institute (FLMI®) program and earned the FLMI® professional designation.
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