Laura D. Perez Gutierrez
Client Service AssociateLaura is a Client Service Associate at Cary Street Partners. She joins the firm with over seven years of customer service experience in the banking and wealth management industry. She is responsible for administrative duties and assists in all areas of client service, including opening new accounts, movement of funds, and account maintenance.
Experience:
- Kestra Financial, Financial Concierge Specialist
- University Federal Credit Union, Member Services Representative II
- Austin Telco Federal Credit Union, Senior Teller
Education:
- Texas State University, BBA, Finance