Sandy is a Client Account Administrator in our Amherst, NY office. As a designated resource for logistical and administrative needs, she works closely with clients to provide a trusted point of contact and to ensure a consistent, positive experience. Account-related tasks include client onboarding, reporting, coordinating with financial institutions, movement of funds, and other practical matters.
Sandy has always made it her mission to be the best first impression for the companies at which she’s worked and has over 17 years of industry experience. Before joining FLP, Sandy was at Arbor Capital for 12 years. Prior to that, she held administrative positions at Ameriprise Financial and Orchestral Financial.