Alejandra is a Trader & Data Specialist on the Operations Team. She is responsible for trades and ensuring the accuracy of firmwide systems.
Alejandra has been working in the financial services industry since 2013 and is passionate about helping clients live their best Bay Area lives. Prior to joining Summitry, she worked as Client Service Associate at Morgan Stanley and UBS. She brings a high level of attention to detail and organization. Alejandra holds a Bachelor of Science in Finance with a minor in Spanish Studies from Santa Clara University.
Alejandra resides in the South Bay. She enjoys practicing yoga, exploring new cafes and restaurants in the Bay Area, and traveling the world.