Ina Locsin

Associate, Client Service

San Francisco
Ina Locsin

Ina works closely with Advisors to provide exceptional customer service to clients, assisting with daily operations and client services. Prior to joining Summit Trail in March 2024, she worked with Bank of the West as a Client Service Officer for the Key Client Group/Wealth Management for 13 years and with Citibank as an Operations Manager for seven years.

Education:

Ina has a Bachelor of Arts in Sociology from the University of the Philippines


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