Jessica Perez

Vice President, Partnership Development, West

About Jessica

Jessica is driven by assisting advisors in reaching their goals, building better relationships with their clients and increasing efficiencies so they may enjoy a better quality of life. Jessica has served financial advisors across the country for 10 years and her greatest strength is her persistence and determination in developing optimal solutions for advisor needs.

Jessica graduated from Arizona State University with a Bachelor of Science in Business Management and a Certificate in International Business. Prior to joining Carson, Jessica assisted an international real estate firm in growing from $1.7B to $4B in assets. Her most recent role, Vice President of National Accounts, included managing and growing the distribution channel of both RIAs and independent broker-dealers. Prior to that, she was the Vice President of Sales in the Northeast for five years where she consistently helped financial advisors in presenting unique investment strategies to their clients. In 2012, Jessica was featured as the alumni keynote speaker at her former high school’s commencement ceremony.

Outside of work, Jessica loves spending time with her husband, Sean, their daughter, Lilianna, and handsome Yorkshire terrier, Leonidas. Jessica and Sean are both natives of Arizona but enjoy escaping the summer heat to cooler climates. Jessica enjoys wine and craft beer tasting, working out, swimming, camping, cooking, family gatherings and international travel.

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