Quyen Le
Operations & Onboarding Manager
As the Operations & Onboarding Manager, Quyen Le is instrumental in setting up new offices and onboarding financial advisors to the practice. Her tasks include creating and maintaining the master guide and checklist for new offices and staff, placing orders for office needs, being the point person for on-site set-up, assisting in onboarding advisors, taking technology inventory, and additional office management responsibilities.
Prior to joining Seventy2 Capital, Quyen spent twenty-five years with Wells Fargo Advisors; her first five years were spent as a team lead in the Credit/Margin department, then she served for twenty years onboarding experienced advisors to the platform.
Quyen holds a Bachelor of Science degree in Marketing from Virginia Commonwealth University. Outside of the office, she enjoys spending time with family and trying new recipes.