Meet Shanda Bortner, the Director of Client Experience at SDT. Shanda handles a wide range of responsibilities, including managing our client experience team, data tracking, client service escalation, business processes/strategy, and compliance audit reviews. Her qualities of efficiency, accuracy, and reliability set her apart, bringing immense value to SDT. Shanda's true passion lies in helping others and ensuring their financial security.

Shanda's journey in the finance world began at Vanguard before finding her perfect fit at SDT. She holds Series 7, 63, and 65 registrations, as well as life and health licenses. Previously working in insurance and investments, Shanda has embraced her role as the Director of Client Experience saying, "By continuously finding ways to improve efficiency while streamlining processes, we'll ultimately be more organized as a team."

Outside of work, Shanda loves spending time with her husband, Ben, their baby boy, Teddy, and their sweet dog, Olive. As a family, they enjoy being outdoors, watching live sports, and indulging in delicious food. Shanda and Ben currently reside in Roanoke, Virginia, as Ben pursues a Cardiology fellowship at Virginia Tech Carilion.