Osvaldo Ojeda-Zizumbo

Senior Client Relationship Associate

Seattle, Washington

As a Senior Client Relationship Associate, Osvaldo Ojeda-Zizumbo serves as a key liaison between advisors and clients. He supports money movement, account openings and closings, and a wide range of service requests, while also assisting with meeting preparation and elements of the financial planning process.
Osvaldo brings experience across a range of wealth management environments, from large institutions to individual family offices. This breadth of exposure has strengthened his ability to support clients and advisors with consistency, professionalism, and attention to detail. Growing up and progressing through the education system in Washington has given him a firsthand perspective on the region’s growth and evolving needs.
Osvaldo pursued a career in financial services to continue his professional development while supporting clients and advisors through important financial decisions. He emphasizes clear communication, responsiveness, and careful follow-through, with the goal of providing a smooth, well-organized experience that helps clients feel supported and informed.
Outside of work, Osvaldo goes to the gym regularly and enjoys spending time with his family dog, Q. He likes attending Seattle sporting events with friends and family and has recently taken up golfing and skiing.