Expertise
Wendy is an Associate Banking Advisor responsible for providing a holistic wealth management relationship for individuals, families, and businesses. She collaborates with an inclusive team of advisors in trust, investments, portfolio management, and philanthropic endeavors for her client's complex banking solutions. She has over 25 years of experience in financial services and building client relationships that span familial generations.
Experience
Prior to joining Northern Trust in 2022, Wendy worked at Wells Fargo for 15 years where she served as a Regional Branch Manager in Goodyear AZ. Prior to that she worked at JT Associates as a Capital Needs Assessor for HUD financing and Take Charge America as a Corporate Trainer.
Community Involvement
Wendy is a member of Women in Leadership, a business resource council at Northern Trust. She is active in the community and serves organizations such as UMOM New Day Center, Junior Achievement, Phoenix Children’s Hospital and Hope Community Services.
Joined Northern Trust
2022
Education
Wendy obtained her Associate degree in Business from Paradise Valley Community College. Certified in Financial Essentials, a financial education program for clients of Northern Trusts.