DP

Debbie A. Ponzio

Client Experience Associate at Sendero Wealth Management

Debbie A. Ponzio is a dedicated Client Experience Associate at Sendero Wealth Management, a position held since December 2014, where a strong commitment to client care is emphasized. With over twenty years of experience in the financial services sector, Debbie has consistently prioritized treating clients as family. Prior to this role, Debbie served as an Administrative Assistant at JSB Insurance Agency from June 2006 to January 2013, further developing skills in client relations and administrative support.

Location

San Antonio, United States

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Sendero Wealth Management

Sendero Wealth Management is a private wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations.


Employees

11-50

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