Tannaz Sanandaj

Associate, Client Service

Newport Beach
Tannaz Sanandaj

Tannaz joined Summit Trail Advisors as a Client Service Associate, supporting the Advisors and their ultra-high-net-worth clients with daily operations and client services in Southern California. With 20 years of industry experience, she started her banking career in 2004 with a large retail bank institution before joining Bank of the West Retail Banking in 2009. During her fourteen years with Bank of the West, she held titles such as Senior Service Banker, Assistant Branch Manager, Senior Service Officer, Client Service Officer, and Wealth Client Specialist for the bank’s high-net-worth branches in Southern California. Tannaz joined Bank of the West Wealth Management Group in 2018, Bank of the West KCG Group/UHNW in 2021, First Citizens Wealth Management Group in 2023, and Summit Trail Advisors in 2024. She consistently provides exceptional customer service, leveraging her extensive experience to meet the needs of her clients and associates.

Education:

Tannaz has an Associate of Science degree in Business Administration and Management from Bramson College.


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