Experience & Expertise
Sanjare oversees day-to-day client support services, including processing fund transfers and disbursements, preparing new account paperwork, and resolving client account inquiries. She also plays a key role in developing and implementing best practices to ensure operational excellence and regulatory compliance throughout the firm. This work involves collaborating with team leads and custodians to enhance the firm’s policies and procedures, and verifying operational work processes to ensure completeness, accuracy, and conformance to established service levels.
After graduating with a Bachelor of Arts in Business Management from the State University of New York at Stony Brook, Sanjare began her career as a financial representative for a top brokerage firm. She later transitioned to a relationship manager role, where she delivered highly personalized service and sales assistance to high-net-worth clients for three senior account executives in the tri-state market. Sanjare holds the Financial Paraplanner Qualified Professional™ designation and a New York Notary License.
Sanjare lives on Long Island, NY, with her husband and daughter. She enjoys spending time with her friends and family, trying out new restaurants, traveling, and reading fiction and non-fiction. Two of her favorite books are Breath, Eyes, Memory and Brother, I’m Dying, both by Edwidge Danticat, one of her favorite authors.
Favorite Thing About Working With Clients
“What I love most about working with clients is the opportunity to build genuine, lasting relationships. It’s incredibly fulfilling to be someone they can rely on—whether they have a quick question or need help navigating something more complex. I take pride in making things easier for them and showing that they’re truly cared for. Being part of their financial journey, even in a small way, means a lot to me.”
My Philosophy On Client Service
“I’m passionate about creating a welcoming and dependable experience for every client. I believe great service goes beyond efficiency—it’s about building trust, listening closely, and being there when it matters most. My goal is to make each interaction feel personal, thoughtful, and seamless, so clients can feel confident and cared for throughout their financial journey.”