Prior to joining Compound Family Offices, Sandra worked at GenSpring / SunTrust Private Wealth Management as a Client Service Consultant, working closely with Senior Trust Advisors, Wealth Strategists and Family Investment Officers. She was responsible for day to day account administration, facilitated money movement requests, security transfers, client inquiries, research projects, coordinating and communicating with outside professionals, assisting in the preparation of financial statements, tax information, and family meetings. Sandra was also part of the client account services group responsible for the onboarding and maintenance of GenSpring accounts. Her role entailed working closely with GenSpring client service teams to enhance and streamline client onboarding. She prepared account documents, captured client information necessary for new accounts, ensuring clients are properly documented through anti-money laundering and business line pre-acceptance processes.
From 2008 through 2010, Sandra worked at Wells Fargo Private Bank as a Trust Associate supporting a group of Fiduciary Specialists with the day to day account administration. She periodically attended meetings with clients and coordinated meeting materials for the client meetings. Before Wells Fargo Private Bank, Sandra spent 18 years at SunTrust Bank in Private Wealth Management where she supported Personal Trust Officers with trust administration, preserving client relationships, monitoring, and maintaining client accounts.
Sandra has earned certificates of completion from Cannon Financial Institute in Fiduciary Trust Administration and Fiduciary Investment Management.