April Perez, CPWA®

Ms. Perez joined RBC Rochdale in 2015 and currently serves as Director of Business Sales Management, overseeing operations, process optimization, and is involved in strategic planning for the sales division. Previously, Ms. Perez held the role as a Business Development Specialist, where she cultivated relationships with financial advisors, CPAs, attorneys, and their clients. Ms. Perez provided support to the Senior Investment Consultants in the Texas region.

Prio to joining RBC, Ms. Perez was 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. Additionally, Ms. Perez is a Certified Private Wealth Advisor®.