Sandra (Sandy) Alexander
Operations Associate
Department: Internal Operations
Experience: Financial services since 1992
Education: Associate of Arts from Moorpark College
Sandy joined the team in April 2025 when Planned Asset Management became Modern Wealth. She places trades, prepares documents for new accounts, prepares monthly investment research, and assists with client money movements. Joining Modern Wealth gave Sandy the opportunity to serve clients more efficiently with updated technology and resources.
Sandy has gained valuable knowledge and customer service skills throughout her career, which she believes is essential for providing exceptional support to clients. She approaches all aspects of her job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges. With her diverse background in various roles within the industry, she is confident in her ability to contribute as a resourceful member of the team.
Sandy was born and raised in Thousand Oaks, California. She is a proud mother to her son, Justin, and daughter, Olivia. Sandy enjoys cooking, drawing, hiking, and traveling.