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Unesa Miguel

Client Service Associate | Cupertino – Division HQ, California

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Office: 408-831-5807

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Home > About Us > Our Team > Unesa Miguel

My Story

Unesa has over 11 years of Financial Services experience and brings her passion for helping clients and her colleagues to her work every day. As a Client Service Associate, Unesa supports new clients and their advisors both during the client’s transition to Opes Advisors’ care and with ongoing service through their lifetime as a client.
 
Prior to joining Opes Advisors, Unesa spent 10 years at Cambridge Associates, starting as an Associate and ending her work there as the Associate Director in Client Service. At Cambridge, Unesa served as the central point of contact for clients and internal groups, including compliance documentation. She also oversaw investment implementation and assisted with development of operational support.
 
Unesa graduated from the University of San Francisco with a Bachelor of Science in Applied Economics.
 
Unesa lives in San Jose with her husband and two children.

Branch: Cupertino – Division HQ

19330 Stevens Creek Blvd

Cupertino, CA 95014

Phone: 408.831.5000

Fax: 408.831.5008

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