Sandra Santana

Sandra's role consists of leading client service and office operational needs. Sandra has spent her financial services career building strong client relationships, understanding, and addressing clients' needs quickly and efficiently. Sandra started her career at Pershing in 2000, where she held various positions in both client service and middle office operational roles.

Originally born and raised in New Jersey, Sandra now calls the Flathead Valley of Montana home. In her free time, Sandra enjoys exploring the scenic beauty of Montana with her husband as well as her family who love visiting. In the summer, you will find her at the local independent baseball league stadium supporting the team.