Samantha Huynh is a Client Services Associate at Pacific Point Advisors. She serves as a primary liaison between the firm and custodian, managing all aspects of the client’s onboarding cycle.
With a strong background in client facing banking and operations, developed in part through her prior experience at Charles Schwab, she has extensive experience supporting cash management, fund movement, risk controls, and high volume financial transactions within regulated environments. She has a proven track record of monitoring cash balances and collaborating cross functionally to ensure accuracy, compliance, and operational efficiency.
She holds a Bachelor’s degree in Managerial Economics from the University of California, Davis, and is a licensed notary public with a Securities Industry Essentials certification.
