Sandy Shaeffer is a Senior Registered Client Service Associate at Seventy2 Capital’s Hunt Valley office where she is a pivotal resource for financial advisors, assisting them with administrative tasks. Her role entails daily interactions and operations for clients such as account opening, reporting, asset transfers and fund disbursements. Sandy has successfully completed exams for SIE, series 7 and 66 registrations. Prior to Truist she worked in a similar capacity at RBC Capital Markets, Ferris Baker Watts, UBS, and Paine Webber.
Originally from Hampden, Sandy has been married for forty years to her “high school” sweetheart. Among other hobbies, she enjoys gardening, walking, yoga, and spending time with her four grandchildren.