Sandy Tran

Client Associate, Associate Vice President 

Sandy joined Rockefeller in May of 2022 after previously being at Merrill Lynch. She began her financial services career in 2010 as a Bank Teller for Wells Fargo. She worked as a teller at Fremont Bank and US Bank before joining The Mendoza Group at Merrill Lynch in 2015. She considers herself a problem-solver and demonstrates a talent for interacting well with clients. When timely answers are needed on account questions, Sandy is often the first stop for advisors and clients.

Sandy enjoys cooking, entertaining family, and friends, and traveling internationally with her two kids.