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Sanjare Lambert

Operations Specialist

As an Operations Specialist for Wealthstream Advisors, Sanjare provides client support by processing client requests for fund transfers and disbursements, preparing new account paperwork, and resolving client account inquiries. Sanjare is also responsible for reviewing, rebalancing and trading accounts, and for performance reporting.

Sanjare began her career as a financial representative at one of the top financial brokerage firms after graduating with a Bachelor of Arts in Business Management with a concentration in finance from the State University of New York at Stony Brook. She later transitioned to relationship manager, delivering highly personalized service and sales assistance to high net worth clients for three of the highest-achieving senior account executives in the tri-state market.

Prior to joining Wealthstream Advisors, Sanjare worked as a client services manager at a New York City–based wealth management firm servicing high net worth individuals and families. She brings with her over nine years of experience servicing clients.

Sanjare lives with her husband Smith in New York City. She enjoys spending time with her friends and family, trying out new restaurants, traveling and reading fiction and non-fiction. Two of her favorite books are “Breath, Eyes, Memory” and “Brother, I’m Dying,” by her favorite Haitian-American author, Edwidge Danticat.

Education:

  • B.A., Business Management with concentration in Finance, State University of New York at Stony Brook