Jose Perez

Client Service Associate, Dallas

Jose Perez is a Client Service Associate, managing client account setup and maintenance, overseeing transactions and activity, and supporting portfolio and investment strategies. His role includes handling client, custodian, and firm paperwork, facilitating asset transfers, preparing reports, and ensuring the smooth execution of client and firm tasks.

Before joining Versant, Jose worked at Charles Schwab as a Relationship Manager, where he provided advisors assistance on new account setup, transaction status, money movement, account transfers, and other maintenance processes.

Originally from Perez Zeledon, Costa Rica, Jose now lives in Dallas with his fiancée and two sons. In his free time, he enjoys playing pickleball and spending time outdoors with family and friends.