Her Story
About Wendy
Wendy Menjivar brings more than 30 years of experience to her role in Wealth Management Operations at Cambridge Trust Wealth Management, part of Eastern Bank in Boston, Massachusetts. She began her career after attending Regis College for approximately two and a half years, where she studied Political Science and Economics, and entered the banking industry through a position at BayBank. Over the years she has held roles including office manager and wealth client specialist at an LPL Financial boutique firm, as well as work at MFS Investments. Her current responsibilities encompass client service, tax payments, reconciliations, wires, bill pay, and quality control, and she is pursuing a more specialized tax analyst position. Menjivar is a member of the Boston Businesswomen group and supports philanthropic efforts including Bridge Over Troubled Waters in Boston and Harten House in Auburn, Indiana. She credits career advice from a former boss to never let others underestimate her and encourages young women entering the industry to keep their eyes and ears open while proving their capabilities.
Her Interview
Ten minutes with Wendy
01What’s the best career advice you’ve ever received?
Don't let people underestimate you. And if they do, prove them wrong. It was from my old boss, the woman advisor who dominates the male industry.
02What advice would you give to young women entering your industry?
Keep your ears open and your eyes open. Don't let that dissuade you from what you know in your heart that you can do. Because just because somebody underestimates you doesn't mean that you're not capable.
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