Sarah joined Professional Wealth Associates in 2018 as an Administrative Assistant, handling all aspects of client service including new client setup, processing premium payments, portfolio contributions, and account transfers. She is also responsible for ongoing client service including responding to account related questions.
Prior to joining Professional Wealth Associates, Sarah was an Underwriter with Geico where she received comprehensive training on the Lexis Nexis platform. Additionally, Sarah held a managerial role at Slomin's where she was responsible for on-boarding and training new employees while assisting with the overall management of two offices within the organization.
Sarah is a graduate of St. John’s University, class of 2013, where she earned a Bachelor of Arts in Psychology.