Ana combines analytical thinking with creative approaches in her role as a Client Relationship Specialist. She works closely with Investment Advisors and Portfolio Managers to ensure clients’ requests and needs are taken care of. She is responsible for onboarding new clients, maintenance of accounts, processing clients’ transactions, and delivering an exemplary client service experience. Ana serves as the main point of contact to clients and is dedicated to their success. Her introduction to the industry has inspired the approach she takes with clients, which is careful, considerate, and clear.
Ana joined Sendero® at the start of 2023. She has more than 15 years’ experience working in the financial services industry as a financial advisor at USAA and as a money movement associate with the fintech FIS Global.