Suzy Lopez
Client Service Associate Suzy joined Sendero® in 2024 with over four decades of industry experience. She is skilled in reconciling accounts with custodian statements, reviewing account activities for accurate financial records, addressing and resolving client issues, and generating client portfolio account reports. Suzy’s attention to detail and natural ability to multitask enable her to meet […]
Codey Flickinger, CPA
Client Relationship Specialist Coming soon! Experience & History Client Relationship Specialist, Sendero®
Jake T. Carlyle
Client Relationship Specialist Throughout his career, Jake has worked directly with clients in an effort to provide them with an exceptional experience and help them reach their goals. He takes the time to build genuine relationships with each of his clients and is talented in explaining complex financial documents and reports to clients in the […]
Valerie Acevedo
Client Relationship Specialist Valerie has over two decades of experience in the accounting, brokerage, and investment industries and has supervised team members for the majority of her career. Valerie’s experience includes overseeing institutional client reporting across North America and APAC regions, aiding in the completion and distribution of audits, due diligence, compliance reporting, SSAE, Schedule […]
Dorathy Rodriguez
Operations Administrator Dorathy has spent her career dedicated to providing exceptional customer service. Her strong time management and organizational skills, coupled with her attention to detail, enable Dorathy to efficiently accomplish tasks accurately and on time. Dorathy joined Sendero® in 2024 with over eight years of experience in the banking industry, where she focused on […]
Alissa Ortiz
Client Relationship Specialist Alissa has spent her career dedicated to providing exceptional customer service. Armed with strong analytical, written, and verbal communication, and problem-solving skills, Alissa’s attention to detail and proactive nature have enabled her to efficiently accomplish tasks. She joined Sendero® in 2023 with over four years of experience in the financial services industry, […]
Katherine Jass Slone
Client Relationship Specialist Katherine has more than two decades of experience working directly with clients. She rose to leadership positions, where she managed, trained and coached client relationship professionals on best practices for serving customers and keeping the clients’ needs front and center in every engagement. As a Client Relationship Specialist, Katherine provides excellent client […]
Rahnae Johnson
Alternatives Coordinator As one of the firm’s first employees, Rahnae’s experience has enabled her to develop expertise in alternative investment processes. She serves as Sendero’s main point of contact for alternative investment managers and is responsible for all alternative investment, private placement funding, redemption, and maintenance processes. Rahnae’s skills and passion for client service are […]
George Watson
Director of Operatoins With over three decades of experience in the industry, George brings a wealth of knowledge and experience in client services and operations to the firm. He is committed to enhancing the client experience and mentoring his team to achieve the same high standards. As Director of Operations, George is responsible for the […]
Debbie Ponzio
Client Experience Associate Debbie is committed to making sure each client receives her highest level of care and attention. She has decades of experience cultivating relationships, making it a priority to connect on a personal level. She strengthens those bonds with each interaction. Debbie is the first point of contact for Sendero’s clients, vendors, […]