"Our mission is to preserve and grow client assets to protect their present and enable their future."
Joined Polen Capital: 2018
Primary Responsibility: Is a member of the Business Management team, responsible for executive-level support for the Distribution team and supports distribution activities outside of the Unites States.
Special Interests: Enjoys spending time with family, reading fantasy, watching movies, going to the beach, and taking trips to Disney.
Other: Fluent Spanish speaker
Biography: Mr. Perez joined Polen Capital Management in 2018. Prior to joining Polen, Ms. Perez worked at Wells Fargo as a Business Associate, where she provided support to SBA Lending Regional Sales and Business Development. She also held roles at JP Morgan Chase Bank and the Miami VA Medical Center. Ms. Perez attended Rutgers University in Newark, NJ.