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Sara Beier Location
Madison, WI, US
Sara Beier Work
Managing Director @ (September 2023 - Present)
Chief Compliance Officer and Director of Operations @ Acrisure Capital Management (December 2021 - June 2023)
Executive Vice President - Compliance @ (May 2021 - December 2021)
Director @ (January 2020 - May 2021)
Senior Principal Consultant @ (January 2015 - January 2020)
Consultant @ (February 2013 - December 2014)
Consultant @ (April 2009 - January 2013)
Compliance Officer @ (June 2008 - March 2009)
Legal and Compliance Department Intern @ (May 2007 - May 2008)
Registered Sales Associate and Trainer @ (August 1998 - November 2003)
Editor @ Lake Tahoe Entertainer (July 1995 - October 1996)
Sara Beier Education
Marquette University Law School
Doctor of Jurisprudence
2005-2008
DC Everest High School
University of Wisconsin - Eau Claire
Bachelor of Arts (English, Journalism)
Sara Beier Skills
Investment Advisor Compliance
Investment Advisers Act
Investment Company Act
Federal Securities Laws
Compliance
Securities Regulation
Investment Advisory
Securities
Series 7
Legal Compliance
AML
Financial Services
Finance
Equities
Legal Writing
Capital Markets
Legal Research
Private Equity
Asset Management
Alternative Investments
Mutual Funds
Investments
Trading
Sara Beier Summary
Sara Beier, based in Madison, WI, US, is currently a Managing Director at Cloudbreak Compliance Group, LLC. Sara Beier brings experience from previous roles at Acrisure Capital Management, Acrisure and Aca Compliance Group. Sara Beier holds a 2005 - 2008 Doctor of Jurisprudence @ Marquette University Law School. With a robust skill set that includes Investment Advisor Compliance, Investment Advisers Act, Investment Company Act, Federal Securities Laws, Compliance and more. Sara Beier has 2 emails and 1 mobile phone numbers on RocketReach.
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