Sheena Lopez Client Service Associate

Sheena Lopez is enthusiastic about developing warm relationships with clients and tending to their needs. Organized and detailed in her approach to managing operational requests, she always gives her best. Sheena thrives in a fast-paced environment, maintaining her calm demeanor even when handling the most complex and challenging situations. Her excellent customer service skills, strong knowledge of the industry, and love of productive collaboration make her an excellent team member.

When a client puts their trust in our team, I feel proud to uphold Opal’s high standard of professionalism and quality. It means everything to me to maintain client confidence.”

Before joining Opal in 2021, Sheena spent three years at Wells Fargo Advisors in Garden City, NY and five years at Morgan Stanley in Albuquerque, NM. At both institutions she worked as a client service associate.

Sheena graduated from Kaplan University where she earned a Bachelor of Science in business administration with a concentration in project management. She and her daughter moved from New Mexico to New York in 2018. Her hobbies include traveling, hiking, and training in jiu-jitsu. Sheena also enjoys getting involved with her community through networking events and volunteer work.

Sheena Lopez portrait

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