Client Service & Operations Specialist
Sandra joined our Operations team in April of 2019. She is a Penn State University Economics graduate, and she brings to us over 25 years of client service, operations and management experience. Sandra has a broad knowledge of the financial industry from her experience working for investment, advisory, banking, and insurance companies.
As our Client Service & Operations Specialist, Sandra serves as a liaison between our custodians and our clients. She provides them support to ensure the effective processing of client requests such as deposits, distributions (including required minimum distributions), new account openings, direct rollovers, asset transfers, ongoing account maintenance and daily transaction monitoring. Sandra is also a liaison for our clients and Mr. Garry for all of their estate planning needs.
Born and raised in Yardley, PA, Sandra still resides in Bucks County with her husband and three children.