Angel Xamonty

Angel Xamonty

Operations Specialist

As an Operations Specialist, Angel manages day-to-day asset movements and cash flows, including check deposits, ACH transfers, distributions, and account contributions. Angel is particularly adept at cultivating a positive and engaging culture. She believes it is important to develop connections with advisors and for them to feel secure in knowing that we are accessible and knowledgeable in their business needs and goals. Mostly, she enjoys the opportunity to help others grow and be a part of supporting their success.