Esperanza D. ReyesOperations Manager, Assistant Vice President
Esperanza brings over 20 years of experience to the team. Her focus is on ensuring client needs are met efficiently and promptly. She is the go-to person for managing various tasks including operations, compliance, and executing client requests. As an operations manager, she supports the team by allowing advisors to nurture client relationships. She seeks a deep understanding of clients and their relationship with their finances, and believes empathy and integrity are vital in the industry.
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