- Senior Operations Specialist | AML Compliance Officer
Brenda’s experience in compliance and operations stretches over four decades. She has intimate knowledge of the rules and regulations regarding the movement of money and uses that to benefit our clients who have built wealth over generations.
Brenda is highly regarded for the wealth of knowledge she brings to her clients and colleagues. She is also a licensed investment broker and advisor, and a licensed operations professional.
Brenda started her career working with Sendero® founder, Fred Middleton, and joined the firm on day one in 2008 as an operations specialist.
Experience & History
- Senior Operations Specialist, AML Compliance Officer, Sendero®
- Registered Operations Associate, Redstone Consulting
- Registered Sales Assistant, PaineWebber/UBS
- Registered Sales Assistant, Solomon Smith Barney
- Sales Assistant, Rotan Mosle
- Series 7, 63, 65 and 99 Licensed
- Ronald McDonald House, Volunteer
- San Antonio Diaper Bank, Volunteer
- San Antonio Food Bank, Volunteer
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