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LEADERSHIP

Meet Our Leadership Team

Published on November 15, 2024

Our executive leadership brings decades of combined experience in financial services and client relations. Each member of our team is dedicated to maintaining Sunward's reputation for excellence and integrity while driving innovation and growth in the financial services industry.

Professional headshot of Sarah Mitchell, Chief Executive Officer, wearing business attire with a confident smile, against a neutral background

Sarah Mitchell

Chief Executive Officer

Sarah leads Sunward's strategic vision with 18 years of experience in financial services management. She holds an MBA from Stanford University and specializes in organizational growth and client-centered service models. Her leadership philosophy centers on building lasting relationships and creating sustainable value for clients.

Professional headshot of David Chen, Chief Financial Officer, wearing business suit and glasses, with a professional demeanor, against a neutral background

David Chen

Chief Financial Officer

David brings 15 years of expertise in financial planning and risk management to Sunward. Holding both CPA and CFA designations, he ensures fiscal responsibility and strategic financial stewardship. His analytical approach and commitment to transparency have been instrumental in maintaining our strong financial foundation.

Professional headshot of Jennifer Rodriguez, Chief Operations Officer, wearing professional business attire with a warm smile, against a neutral background

Jennifer Rodriguez

Chief Operations Officer

Jennifer oversees daily operations with 20 years of experience in process optimization and team development. Her focus on operational excellence and continuous improvement has streamlined our service delivery while maintaining the highest standards of quality and client satisfaction.

Together, our leadership team combines strategic vision with operational excellence to deliver innovative financial solutions that empower our clients. Their collective expertise ensures that Sunward remains at the forefront of the financial services industry while maintaining our commitment to personalized service and ethical practices.