Sarah serves as an associate in our Client Operations department, operating out of the Madison, WI office and supporting the broader Midwest team.
She previously worked in several different client-facing roles at Vanguard in Charlotte, North Carolina before moving back to Madison, WI in 2020 and taking on a Financial Specialist role at UW Credit Union.
- Financial Specialist at UW Credit Union
- Client Case Representative at Vanguard
- Client Relationship Associate at Vanguard
Education & Credentials
- BA, Indiana University, English
- MS, Indiana University, Library Science
- FINRA Series 7 and 63 licenses
- Wisconsin Notary Public