Roxanne Cardenas, IACCP

Roxanne Cardenas, holding the title of Compliance Manager, has been actively involved in the financial services industry since 2007. She began her career at Fisher Investments’ U.K. division in San Mateo, where she served as a Client Service Associate and Client Operations Specialist before joining Summitry in 2012. Roxanne resides in Milpitas with her husband and two children, a daughter and a son. She enjoys beach outings, traveling, and playing volleyball in her leisure time. Demonstrating early financial acumen, Roxanne purchased an investment property at the age of 21. Following this achievement, she was promoted to Branch Operations Manager at her previous company, making her one of the youngest to hold such a position in a company with over 10,000 employees nationwide.