Sara Rasmussen Email & Phone Number
Director of Financial Planning @ C1 Wealth Management
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Sara Rasmussen Location
- Puyallup, WA, US
Sara Rasmussen Work
- 2024 -now Director of Financial Planning @
- 2018 -2024 Financial Advisor @
- 2017 -2018 Vice President, Investment Advisor @ Heritage Wealth Strategies
- 2013 -2016 Regional Vice President @
- 2007 -2012 Regional Vice President @
- 2005 -2006 Regional Director @
- 2003 -2004 Agency Producer @
- 1999 -2003 Supervisor, Life Policy Services and Accounting @
Sara Rasmussen Education
- Clark University
Bachelor of Arts (B.A.) (Psychology)
1995-1999
Sara Rasmussen Skills
- Insurance
- Sales
- Customer Service
- Life Insurance
- Marketing
- Team Building
- Sales Management
- New Business Development
- Account Management
- Fixed Annuities
- Mutual Funds
- Retirement
- Retirement Planning
- Series 63
- Series 7
- Wealth Management
Sara Rasmussen Summary
- Sara Rasmussen, based in Puyallup, WA, US, is currently a Director of Financial Planning at C1 Wealth Management. Sara Rasmussen brings experience from previous roles at COUNTRY Financial®, Heritage Wealth Strategies, Forethought Financial Group, Inc. and AIG. Sara Rasmussen holds a 1995 - 1999 Bachelor of Arts (B.A.) in Psychology @ Clark University. With a robust skill set that includes Insurance, Sales, Customer Service, Life Insurance, Marketing and more. Sara Rasmussen has 1 emails and 1 mobile phone numbers on RocketReach.
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