- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Wendy is a Senior Account Manager 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 very active in the Scottsdale community. She is a community volunteer with UMOM New Day Centers and Project Connect.
Joined Northern Trust
2022
Education
Associate in Business, Paradise Valley Community College.
Scottsdale
ATM Available*
14624 North Scottsdale Road
Suite 250
Scottsdale, Arizona 85254