Sandra joined our Operations team in April of 2019. She is a Penn State Economics graduate, and she brings to us over 25 years of client service and management experience. Sandra has a broad knowledge of the financial industry from her experience working for investment, advisory, banking, and insurance companies. Sandra is the liaison to our custodians and works with them to help process client requests such as deposits, distributions, new accounts, and account maintenance.
She also monitors and confirms the transaction activity on our client’s accounts daily. A Yardley native, Sandra still resides in Bucks County, PA, with her husband and three children.