Olga Perez

Olga Perez

Reporting Analyst

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 info@bigsurpartners.com