Perpetual Guardian
Tatiana Velez serves as the Business Transformation Manager at Perpetual Guardian, focusing on driving business initiatives to enhance efficiency and profitability while improving client experience. Previously held roles include Process Delivery and Change Management Lead, where responsibilities encompassed change management and service quality improvements, and Client Services and Marketing Coordinator, managing projects and marketing coordination. Prior to Perpetual Guardian, Tatiana gained extensive experience at Bancolombia as a Senior Account Executive, recognized for outstanding sales performance, and in various roles focusing on client relations, financial advising, and operational management. Educational credentials comprise a Master's degree in International Marketing from Universidad EAN and a Bachelor's degree in Business Administration from Universidad Pontificia Bolivariana.
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Perpetual Guardian
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Perpetual Guardian is a result of the recent coming together of Perpetual Trust and Guardian Trust. As two of New Zealand's oldest trust companies, they have over 135 years of experience in providing estate planning options for Kiwis.