Abegail Cordero

Client Service Specialist

About Abegail

Abegail (Abby) is a Client Service Specialist on the Operations Team at Summitry. She ensures that requests from clients are executed seamlessly and communicated to the rest of the team.

Since 2018, Abby has been working in Client Services in the biotechnology industry, helping companies manage their accounts and ensure that clients have a positive experience. Additionally, She holds a bachelor’s degree in Health Science Administration and Management from the California State University of East Bay.

Abby was born and raised in the Bay Area and currently resides in Fremont. In her free time, she cares for her two dogs and house plants, as well as enjoys the outdoors.

Q & A

  • What are your favorite pursuits outside of work?

    I am someone that loves to try a lot of hobbies. My favorite pursuits outside of work currently are yoga and hiking. To further my interest in yoga, I have taken workshop classes and invested in a yoga teaching certificate, which will help me obtain knowledge that I can’t get from a regular yoga class. I have a love-hate relationship with hiking, but I believe that being outdoors has given me a better quality of life.
  • What does “living your best Bay Area Life” mean to you?

    Living my best Bay Area Life means to me, is being open-minded to everything the Bay Area has to offer.
  • Describe a personal characteristic that makes you well-suited to help Summitry's clients.

    With my caring and patient approach, I can better take care of the family’s concerns, especially since they are often dealing with stressful personal and financial situations.
Person Image

Abby works closely with

Back to All

Let's talk

Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Alex Katz

Chief Growth Officer