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Sara Mongerson Location
Chicago, IL, US
Sara Mongerson Work
Vice President @ (May 2024 - Present)
President @ (May 2023 - Present)
Partner @ (September 2022 - March 2024)
Managing Director of Investor Relations @ (January 2019 - June 2022)
Principal, Head of Marketing @ Hanseatic Management Services, Inc. (January 2015 - April 2018)
Partner @ De Luna Partners (September 2011 - January 2015)
Director of Institutional Relations @ (September 2010 - September 2011)
Director of Sales and Client Service, Partner @ (October 2003 - September 2010)
Sara Mongerson Education
DePaul University
Master of Business Administration - MBA (International Business)
Illinois State University
Bachelor of Science - BS (Finance, General)
Sara Mongerson Skills
Private Equity
Fixed Income
Hedge Funds
Corporate Development
Financial Modeling
Series 7
Mutual Funds
Portfolio Management
Strategic Planning
Valuation
Leveraged Finance
Equities
Corporate Finance
Due Diligence
Investments
Investment Strategies
Alternative Investments
Asset Managment
Financial Analysis
Asset Allocation
Sara Mongerson Summary
Sara Mongerson, based in Chicago, IL, US, is currently a Vice President at Attucks Asset Management, LLC. Sara Mongerson brings experience from previous roles at MONGERSON GALLERY, INC., Decennial Group, Smith Group Asset Management and Hanseatic Management Services, Inc.. Sara Mongerson holds a Master of Business Administration - MBA in International Business @ DePaul University. With a robust skill set that includes Private Equity, Fixed Income, Hedge Funds, Corporate Development, Financial Modeling and more. Sara Mongerson has 3 emails and 2 mobile phone numbers on RocketReach.
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