Demia Edwards

Client Services Manager

About Demia

Demia is a Client Services Manager at Summitry. She primarily works with the Operations Team, ensuring that requests from clients are executed efficiently and communicated to the rest of the team.

Prior to joining Summitry in 2016, Demia held expertise in administrative duties stemming from her 5 years of dedication as lead front desk coordinator in the spa industry. In her years spent in administrative roles she has acquired the skills to maintain order and create a positive work culture for herself and the team.

Demia currently resides in San Mateo where she is continuing her education in Psychology and Business Administration. During her free time, she enjoys taking on the great outdoors and finds joy in hiking with friends.

Q & A

  • What are your favorite pursuits outside of work?

    Outside of work, I enjoy cooking and spending time with the people closest to me.
  • Discuss a solution you provided for a client that you’re extremely proud of.

    I worked with a client who came into wealth following the death of a family member, a situation that involved both emotional strain and administrative complexity. In addition to navigating unfamiliar financial terminology, the client needed to coordinate with multiple institutions and organize a wide range of information. I supported this process by communicating with financial institutions, consolidating assets, and helping establish a more streamlined structure. Throughout the engagement, I focused on building a clear and reliable working relationship so the client and their family had a consistent point of contact. This experience reflects an approach centered on reducing complexity, improving organization, and providing steady support during a challenging transition.
  • Three words to describe the Bay Area.

    Energized, diverse, and full of opportunities.
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Alex Katz

President