Ms. Perez is an Reporting Analyst and is focused on reporting and reviewing client’s transactions as well as ensuring the proper valuation of the holdings.
Ms. Perez received a Bachelors Degree in International Business Management from the Florida International University. During the year of 2007 she worked at State Capital Wealth Management where she gained experience with state-of-the-art financial software used for transaction handling and reporting of client portfolios.
Employee(s) and/or advisor(s) mentioned above may be employed by or associated with BigSur Partners, LLC or BigSur Wealth Management, LLC, a 100%-owned subsidiary of BigSur Partners, LLC. For further information, please contact us at 305-740-6777 or at firstname.lastname@example.org