Olga is BigSur’s Operations Manager. She brings several years of experience working in the financial industry in the areas of operations, client services, and reporting.
Prior to joining BigSur, 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.
Ms. Perez obtained her bachelor’s degree from the Florida International University, and is an avid and dedicated volunteer in a non-profit organization that implements social forward programs for workers, women and children in Haiti.
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 email@example.com