Client Service Associate
n January, 2014 Wendy joined Penniall & Associates following nine years as office manager of the APD Financial Torrance location. Wendy takes pride in the relationships she has developed with clients and vendors, and the knowledge she has developed with regard to financial services industry by meeting their needs is insurmountable. As a Client Service Associate in Torrance, her primary goal is to provide our clientele with exceptional service and support. Wendy handles all South Bay office procedures from reception, database maintenance, and new accounts to order workflow and administrative support to the advisors.