Brenda Wallace

Brenda Wallace

Senior Client Service Associate

Brenda serves as a Senior Client Service Associate with Cypress Private Wealth. In her role, Brenda is responsible for a wide range of client services and account management to include new advisor on-boarding | account opening | transfers | daily account maintenance. Other team support included client relationship management and coordination of all marketing events.

Prior to joining Cypress Private Wealth, Brenda served as a Membership and Events Coordinator for the McCallum Theatre in Palm Desert, CA. Brenda also currently acts as a licensed and certified public notary in the state of California.

She currently volunteers in the Membership Services department for the World Affairs Council of the Desert, a non-profit, non-partisan member and sponsor-supported association with more than 200 members.

Brenda enjoys hiking in the beautiful Coachella Valley scenery, watching modern films, reading, and tending to her tomato plants in her garden.