,AAMS®
As a Client Service Team Lead, Sandy provides client service support while overseeing the daily activities of a designated group of client service team members. Responsibilities include supporting advisors and clients, administering service processes and workflows, processing account-related requests, coordinating with custodians, accountants, and other professionals, and assisting with the preparation of client meeting materials.
In a leadership capacity, She oversees team workflows, participates in special projects, assists with onboarding and training team members, maintains training materials, and supports compliance-related testing activities. Sandy may attend client meetings in a technical or support capacity and monitors assigned client service functions for adherence to firm procedures.
What do you value most in your client relationships?
Their sharing their feelings, family, friends and most of all, their financial status.
What’s the one thing people say you’re best at?
How I socialize and communicate with the clients.
What do you enjoy most about working at Modera?
Being able to interact and serve the clients I work with; enjoy my client relationships.
Where did you grow up? Where do you live now?
I grew up in Hernando County, Florida and now reside in nearby Citrus County, Florida.
Accredited Asset Management SpecialistTM
Florida Metropolitan University, Â A.S., Accounting, cum laude
