Sandra Prado Perez Leftwich
Operations and Risk | Financial Analyst | Spanish Fluency
- Role
- Financial Services Specialist at Fidelity Investments
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Sandra Prado Perez Leftwich
I\'m a bilingual (English/Spanish) financial professional with over 20 years of experience, specializing in optimizing processes across financial services, lending, and municipal sectors. My expertise covers financial reporting, strategic budgeting, risk management, and compliance, with a knack for interpreting complex data to drive operational efficiency.I have a proven track record leading high-volume loan operations at institutions like Wells Fargo and CitiMortgage. My background also includes extensive experience as an Accounting Manager, overseeing comprehensive financial operations.I\'m recognized for my leadership, precision, and ability to streamline processes, always focused on leveraging financial insights to achieve organizational goals.
Experience
Financial Services Specialist
Jun 2025 — Present · Raleigh, NC, US
I empower customers to confidently navigate their financial journeys, specializing in seamless 401k withdrawals and loans. My expertise lies in securely authenticating customer profiles and providing the vital support and education they need to make informed decisions and achieve their financial dreams. I\'m passionate about delivering outstanding service and transforming complex financial processes into clear, manageable steps.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.