Client Service Associate
Sheena is a Client Service Associate for Bragg Financial Advisors.
Prior to joining the Bragg team, Sheena was a business manager at a wealth management firm in Charlotte, North Carolina. Earlier experience includes client service associate and relationship manager roles at firms in New York and New Mexico. Sheena obtained her Bachelor of Science in Business Administration from Kaplan University.
Sheena hails from a large family located primarily in the West and Southwest. Born in California, Sheena was raised in New Mexico. She moved to the Charlotte area from New York in 2022. Sheena's daughter currently serves in the US Marine Corps. Away from work, Sheena enjoys hiking, traveling, jiu-jitsu, and spending time with family and friends.
Responsibilities
- Client Service Associate
Education & Professional Experience
- BS Business Administration, Kaplan University
Experience
- 12 years industry experience
- One year on Bragg team
- Charlotte-based Wealth Management Firm – Business Manager
- Opal Wealth Advisors – Client Service Associate and Relationship Manager
- Wells Fargo Advisors – Client Service Associate
- Morgan Stanley – Client Service Associate
Outside Interests
- Hiking
- Traveling
- Jiu-jitsu