Client Service Manager
Sanda had worked with Rowling & Associates for more than ten years prior to spending five years as Client Service Manager at Total Rebalance Expert, a financial software developed by Sheryl Rowling. She was involved in improving and testing the software, as well as training and implementation.
Now back at R&A, Sanda’s primary role is to support clients with custodian paperwork, establishing accounts, transferring assets, generating client portfolio reports, billing etc. She believes that open, honest and clear communication is critical to building and maintaining long-lasting, trusting relationships.
On the Personal Side:
Outside of work, Sanda is most passionate about getting outside and enjoying life with her family and friends. She also enjoys traveling to fun and exotic places. When not in the office, you can find Sanda at La Jolla beaches reading a good book or walking her dog Zuko.
Some things you might not know about Sanda:
She is a huge fan of mystery novels, especially old classics by Agatha Christie.