Sandra Leahy
ASSOCIATE, WEALTH MANAGEMENT
Sandra is an Associate of Wealth Management based in Choreo’s Schaumburg office. She plays a critical role in supporting advisors by managing daily operations and ensuring clients receive prompt, attentive service. Sandra has 27 years of experience and since joining Choreo, has been assisting with the preparation of financial plans, income tax projections and investment monitoring reports for ultra-high net worth families.
Sandra’s strengths lie in her organizational skills, responsiveness, and dedication to delivering a polished and professional client experience. Her contributions help streamline processes, maintain accurate records, and uphold the firm’s high service standards, making her an indispensable part of the team.
EDUCATION
- B.S., Accounting, St. Xavier University
