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 […]
Ana Sanchez
Client Relationship Specialist 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’ […]
Rahnae Johnson
Client Relationship Specialist Rahnae’s client service skills were formed throughout the history of Sendero®, having been one of the firm’s first employees. She is skilled at building relationships with clients, […]
Lisa J. Casarez
Client Service Associate Lisa Casarez puts her talents as a trained journalist to use as a client service associate drafting documents, creating reports, and communicating clearly with her teammates managing […]
George Watson
Operations Manager Being responsible for the training and management of the client relationship specialists means George ensures that every Sendero® client receives outstanding service. Our clients also count on him […]
Debbie Ponzio
Client Experience Associate Coming soon Experience & History Coming soon
Brenda D. Allen
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 […]
Ariel Palomo, Jr.
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 […]