Surrena Saulters
About Surrena Saulters
Surrena Saulters serves as a Managed Account Specialist at HSBC, where she has worked since 1999. With 25 years of experience, she is based at the HSBC office located at 2929 Walden Ave.
Work at HSBC
Surrena Saulters has been employed at HSBC since 1999, serving as a Managed Account Specialist. With over 25 years of experience in this role, she has developed a deep understanding of managed accounts and client investment strategies. Her work is based at the HSBC office located at 2929 Walden Ave.
Professional Role and Responsibilities
As a Managed Account Specialist, Surrena Saulters is responsible for managing client accounts and providing tailored investment solutions. Her role involves analyzing client portfolios, assessing market trends, and ensuring that investment strategies align with client goals. She plays a critical role in client communication and relationship management.
Experience and Tenure
Surrena Saulters has accumulated extensive experience in the financial services industry over her 25-year tenure at HSBC. Her long-standing position reflects her commitment to the firm and her expertise in managed accounts. This experience allows her to navigate complex financial landscapes effectively.