As a Senior Operations Associate at Rothschild Wealth Partners, Saundra plays a crucial role in enhancing firm-wide efficiency through streamlined client reporting and finance operations. She collaborates closely with the investment and client relations teams to ensure the accurate and timely delivery of reports through Black Diamond. In addition, she partners with the Finance Manager on billing systems and special finance initiatives, contributing to a simpler and smoother experience for clients and internal stakeholders alike.
Saundra has more than 20 years of experience in accounting and finance, including five years within the financial services sector. Prior to joining Rothschild Wealth Partners in April 2025, her career spanned roles in financial analysis, accounts receivable reconciliation, revenue recognition, and financial application support—establishing her as a reliable and detail-oriented operations professional. She holds a bachelor’s degree in Business Management from the University of Illinois at Chicago.
Outside of the office, Saundra enjoys spending time with her daughter, extended family, and close friends. She finds joy in decorating, traveling, watching movies, and attending live music events.
