Client Service Manager
As Client Service Manager, Sandy assists clients with the process of opening an account and executing account transfers. She ensures that this process is efficient and accurate. She also takes care of requests for fund transfers (deposits/withdrawals).
Sandy has 20 years of experience, including six years at Merrill Lynch and three at RG Capital, as well as time at Zigler, Stiefel, and Mass. She holds a Series 7 & 63 License in Financial Securities.
She enjoys being a mom, and at church, Sandy has volunteered as a Sunday School teacher for 14 years. She likes fixing and creating things; working with her hands helps her relax. She especially loves art, hockey, and hiking.