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Unesa Miguel

Senior Client Service Associate / Chief Compliance Officer | Menlo Park, California

Email: umiguel@opesadvisors.com

Office: 408-831-5807

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Home > About Opes Wealth > Our Team > Unesa Miguel

My Story

Unesa has over 13 years of Client Service and Investment Operations experience and brings her passion for helping clients and her colleagues to her work every day. As a Senior Client Service Associate, she oversees all operational processes to ensure effective controls and compliance.

 

Unesa is also the firm’s Chief Compliance Officer. In this role, she is responsible for the oversight and management of the firm’s compliance and regulatory matters.

 

Prior to joining Opes Advisors, Unesa spent more than a decade at Cambridge Associates, starting as an Associate and ending her work there as the Associate Director in Client Service. At Cambridge, Unesa served as the central point of contact for clients and internal groups, including compliance documentation. She also oversaw investment implementation and assisted with development of operational support.

 

Unesa graduated from the University of San Francisco with a Bachelor of Science in Applied Economics.

 

Unesa lives in San Jose with her husband and two children. Travel is her passion and together they enjoy traveling and just being a family.

Branch: Menlo Park

535 Middlefield Road, Suite 160

Menlo Park, CA 94025

Phone: 408.831.5000

Fax: 408.831.5008

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