- Senior Client Relationship Specialist
Ariel demonstrates dedication to the clients he serves that reflects a sense of responsibility for each one. He is personable and wholly focused on ensuring clients have the answers they need when they expect them.
Ariel always keeps clients at the center of every interaction. He makes sure clients understand that they are the primary reason Sendero® exist and uses every means at his disposal to keep them satisfied.
Ariel joined Sendero® in 2017 after spending 12 years as a customer and client service specialist at U.S. Trust. He says he feels personal satisfaction and a sense of accomplishment when he helps clients solve problems.
Experience & History
- Senior Client Relationship Specialist
- Former Assistant Vice President, Senior Client Associate U.S. Trust Bank of America
- Former Assistant Vice President Client Sales and Service Officer, U.S. Trust Bank of America
- Former Officer, Sales and Service Associate, Bank of America Private Bank
- Former Registered Client Service Associate for Smith Barney, Citigroup Global Markets Inc.
- Series 7, 63 and 65 licensed
- Client Associate Advancement Program
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