About Ambar
Ambar is a highly experienced client service professional with an extensive background in the financial industry. She plays a critical role in spearheading all aspects of client service, working closely with teammates across Focus Partners Wealth to ensure seamless onboarding, account maintenance, and capital deployment. Ambar is a skilled project manager who effectively coordinates the team's resources and ensures that all subject matter experts are kept in the loop to deliver exceptional service to clients.
Outside of work, she enjoys exploring new cultures and cuisines through travel and spending quality time with friends and family.
Education and Professional Milestones
-Florida International University - double bachelor's degree in international relations and political science; MBA in finance
-Was the lead account manager for a boutique financial planning firm with over $50 million in assets under management
Ambar is a highly experienced client service professional with an extensive background in the financial industry. She plays a critical role in spearheading all aspects of client service, working closely with teammates across Focus Partners Wealth to ensure seamless onboarding, account maintenance, and capital deployment. Ambar is a skilled project manager who effectively coordinates the team's resources and ensures that all subject matter experts are kept in the loop to deliver exceptional service to clients.
Outside of work, she enjoys exploring new cultures and cuisines through travel and spending quality time with friends and family.
Education and Professional Milestones
-Florida International University - double bachelor's degree in international relations and political science; MBA in finance
-Was the lead account manager for a boutique financial planning firm with over $50 million in assets under management