JP

Juliana Perea

Avp, Client Development at CLS Group

Juliana Perea has several years of work experience in various roles. Juliana began their career in 2016 as a Patient Care Coordinator at the Ketan D. Vora Practice, where they were responsible for recording patient data and scheduling appointments. In 2017, they joined Alterra Home Loans as a Loan Officer Assistant, where they improved pipeline management and streamlined communication with clients and other partners. In 2018, they became a Personal Banker at Citi, where they delivered client services, handled small business accounts, and identified business opportunities. In 2019, they transitioned to City National Bank as a Relationship Banker, where they built and deepened relationships with affluent clients and acted as a liaison between the bank and clients. Most recently, in 2022, they joined CLS Group as a Client Development professional, specializing in FX settlement solutions.

Juliana Perea started their education at Universidad de Pamplona in 2008, where they pursued a Bachelor of Business Administration (B.B.A.) degree. Juliana completed their studies in 2013, specializing in Business Administration and Management. Following this, Juliana went on to attend Baruch College from 2016 to 2022, where they earned a Bachelor of Business Communications (BA) degree. The field of study for their Baruch College degree is not specified.

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Timeline

  • Avp, Client Development

    September, 2022 - present