Buildings

Samantha Orellana

Client Service Associate
Education and Credentials
University of San Diego

Samantha, a Washington, D.C. native, is a finance professional with five years of experience in the financial services industry, specializing in banking and investor relations. She graduated in 2021 from the University of San Diego with a B.S. in Finance. She is passionate about helping businesses navigate the complexities of finance, focusing on strategic growth and investment opportunities.

Known for her ability to embrace challenges and perform under pressure, Samantha thrives in fast-paced environments and enjoys tackling complex problems. Outside of her professional life, she’s an avid cook and passionate traveler.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Samantha
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Founding Partner, CEO
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Wyatt Gibson
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Jordan Thatcher
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Operations Manager
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Administrative Specialist
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HR & Talent Manager
Zack Farooquee, AAMS®, AIF®
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Morten Roness, MBA
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Tax Services Lead
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Vice President, Wealth Advisor
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Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
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Michelle Nanoff
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Steven Dymant
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Alejandra Guzman
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Christine Mueller Coley, CFP®, CDFA®
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Teddy Weber, CPA
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Maz Esmailbeigi AIF®, CFS®, CAS®
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