Adero Partners
Samantha Rojas has extensive experience in people operations and client services, currently serving as People Ops Manager and People & Culture Operations at Adero Partners, LLC since June 2015. Prior to this role, Samantha held the position of Client Service Associate at the same company. Earlier experience includes working as a Personal Banker at Wells Fargo, where responsibilities involved assisting clients with account openings and financial discussions. Samantha also worked as a Barista at Lungomare, an Outbound Calling Specialist at the University of Phoenix, and in Client Banking Services at Charles Schwab, focusing on providing support to clients with their banking needs.
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Adero Partners
We have been providing independent financial counsel to individuals and families since 1999. Clients throughout Silicon Valley to New York choose Adero Partners because of our Family CFO approach to their financial goals. Adero is driven to: - Provide world class investment results - Be transparent and act as a fiduciary for our clients - Create wealth plans that work - Work tirelessly to do what we commit to - Employ intelligent, passionate professionals Please visit our website to learn more about how we approach wealth management and meet some of our wonderful people. Bay Area • Santa Monica • Portland DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information.