Sandy Greene is the Client Services Manager for Southeast Private Wealth where she is committed to putting clients’ needs first.

Deeply passionate about people, Sandy takes pride in providing clients with an elevated customer service experience. Throughout every step of the wealth management process, Sandy communicates information with transparency and responsiveness. Sandy is motivated to bring value to client services as well as advisor processes.

Sandy brings expertise in operations systems and client services from her roles at CB&T BankCard/Total Systems Services, SunTrust, and Georgia Federal (acquired by First Union). Sandy later held supportive positions at Advanced Wealth Solutions, where she worked closely with Rick Toelle, a founding partner at Southeast Private Wealth.

Born and raised in Columbus, Sandy enjoys spending time with her three children, Ashley, Roy, and Janie Lynn. During her children’s attendance at the Glenwood School, Sandy enjoyed serving as a substitute teacher. In her free time, Sandy values time with her family and is an avid gardener.