Sandra Sergiyenko
Sanda oversees client service operations and supports a team of client service professionals. She partners closely with advisors and operational teams to deliver quality client experience, strengthen service processes, and support the evolving needs of clients. She also provides leadership, coaching and day-to-day guidance to team members, helping drive consistency, collaboration, and service excellence across the client service function.
Sandra joined the firm in 2017 and has held several client service leadership roles during her tenure. Prior to joining the firm, she worked at Graystone Consulting and Morgan Stanley Wealth Management as a Client Service Associate. She earned a Bachelor of Science in Marketing from DePaul University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
