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Alexa  Sanchez

Alexa Sanchez

Client Relationship Manager

Alexa Sanchez is the Client Relationship Manager at Summit Financial Partners, bringing over 35 years of experience in the banking and finance industry to her role. Raised in San Diego, California, Alexa has carved a distinguished career path that began in venture capital, focusing on mergers and acquisitions. She later transitioned into the banking sector, where she excelled as part of a private banking team dedicated to servicing high-net-worth clients, particularly specializing in the non-resident alien demographic. In this capacity, Alexa was the primary point of contact for all banking, investment, and commercial credit needs, showcasing her expertise and commitment to client service.

At Summit Financial Partners, Alexa's extensive experience and personal touch make her an invaluable asset to the team, ensuring the office runs smoothly and efficiently while fostering a welcoming environment for both staff and clients.

Now residing in Murrieta, California, Alexa is happily married to her husband, James, and is a proud mother to her daughter, Taylor, whom she describes as "the best kid ever." The family shares their home with a lively assortment of pets, including two dogs, Alastair and Kenzo, and three cats, Maia, Suki, and Yoshi, making for a vibrant household.

Outside of her professional life, Alexa cherishes spending quality time with her family and their beloved pets. She indulges in her guilty pleasure of watching movies and reality TV, creating cherished memories and moments of relaxation with her loved ones.