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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Aimie Lalas
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Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Wyatt Gibson
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James Cordle
Senior Trader
Joe Fusaro
Director of Operations
Pete Alliegro, CFA
Director of Business Development
Luke Everhart
Business Development Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Kingsley Choi
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Annie Heller
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Raesa Martin
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Joe Mezzetta, CPA
Senior Tax Associate
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Administrative Specialist
Airene Williamson
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Brandon McAuslen
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Roger Lopez
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Benjamin Kanter
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Teddy Weber, CPA
Tax Associate
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Chief Operating Officer
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Brendan Finneran
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Michael Nader, EA
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Nicolo Gori
Client Service Associate
Justin Iskander, CPA
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Cecilia Escobar
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Lioness Ebbay, Esq.
Director of Estate Consulting
Kim Zajic
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Rina Pineda, CPA, MST
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Stacy Borek, CFP®
Senior Tax Associate
Steven K. Ridgeway, CPA
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Ceasar Garvida, CFP®, CIMA®
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Charlotte Perkinson
HR & Talent Manager
Morten Roness, MBA
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Associate Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
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Dylan Drake
Marketing Associate
Leonard Green
Compliance Manager
Tyler Resh
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
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