Sheena Coenen, Client Service Associate
Sheena is a member of the Polaris Wealth Client Service team and enjoys creating and maintaining positive client relationships. She supports wealth advisors and custodians in the onboarding process for new clients, including monitoring asset transfers and fulfilling other client service requests.
Before joining Polaris Wealth in 2021, Sheena previously worked for Camelotta Advisors and Atlas Peak Capital, bringing over 4 years of experience in the financial services industry. She graduated with a B.A. in Economics from San Francisco University.
Sheena grew up in The Philippines and currently resides in San Francisco. She enjoys being on the go. Outside of work, she is either traveling internationally, hiking at national parks, or exploring other adventurous outdoor activities. She also enjoys spending quality time with family and her dog Coco.