Angelica Mendoza

Senior Associate, Client Service Specialist

Angelica Mendoza

Senior Associate, Client Service Specialist

Angelica Mendoza is a Senior Associate and Client Service Specialist at Quotient Wealth Partners, where she plays a pivotal role in supporting advisors and their clients. With a strong background in client service and relationship management spanning six years, she utilizes her expertise and attention in onboarding new clients and spearheading daily operational initiatives, including cashiering, asset transfers, and account openings.

Additionally, she builds and refines client financial plans and is committed to delivering quality service that creates trusted professional relationships with the firm’s clients. She has a Bachelor of Business Administration in Finance, and lives for quality time spent with family and friends.