Client Service Representative
Always do things right the first time and to the best of your ability. Most times you won’t have to re-do them.
Sandy has been with Harvest since May of 2004 when she started as the receptionist. She started working for a bank as a teller right out of high school which influenced her decision pursue a career working with numbers. Sandy has forty years of experience processing accounts receivables and accounts payables and is a Notary for the company.
Sandy’s responsibilities and expertise include organizing the Harvest quarterly billing process, assisting clients and advisors with opening of new accounts, supporting the ongoing administrative needs of our clients. She also is responsible for entering advisor-instructed trades through our three custodians, Charles Schwab, Fidelity and TD Ameritrade. She is task-oriented and always willing to help where help is needed. Her understanding of the importance of attention to detail makes everyone’s work day better. She loves her job and the interaction with our clients and her coworkers.
Sandy is married with two grown children and five grandchildren. Her husband plays bass guitar in a classic rock band and she loves to accompany him when he performs.