Ms. Perez joined City National Rochdale in 2015. Based in Houston, Ms. Perez provides support to the Senior Investment Consultants in the Texas region. In her role as Business Development Specialist, Ms. Perez is responsible for cultivating relationships with financial advisors, CPAs, attorneys, and their clients.
Ms. Perez was most recently employed by TLC Wealth Management, Inc. where she was responsible for providing client service and financial planning support to high-net-worth clients. Prior to joining TLC Wealth Management, she served as a Retirement Specialist for VALIC. Ms. Perez earned her B.B.A. from Sam Houston State University.
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