Sara S Email & Phone Number
Vice President, Portfolio Management Team Manager @ Commerce Trust
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Sara S Location
- Lee's Summit, MO, US
Sara S Work
- 2025 -now Vice President, Portfolio Management Team Manager @
- 2021 -now Vice President, Portfolio Manager @
- 2018 -2021 Director, Investment Solutions @
- 2014 -2018 Senior Investment Advisor @
- 2012 -2014 Senior Investment Analyst @
- 2005 -2012 Portfolio Manager @ BMO Global Asset Management, a part of BMO Financial Group
- 2001 -2004 Investment Analyst @ UMB Bank
- 1998 -2001 Assistant Administrator @
Sara S Education
- Rockhurst University
Bachelor of Arts (B.A.) (Human Resources and Labor Relations)
1997-1999 - Lee's Summit High School 1992-1995
Sara S Skills
- Retirement Plan Consulting
- Financial Advisory
- Interpersonal Skills
- Trading
- Sales
- Research Skills
- Asset Management
- Client Relations
- Finance
- Mutual Funds
- Wealth Management
- Investments
- 401k
- Asset Allocation
- Portfolio Management
- Retirement
- Retirement Planning
- Due Diligence
- Zephyr Style Advisor
- Lipper
- Zephyr
- Morningstar
- Morningstar Direct
- Series 65
- Financial Services
- Investment Advisory
- Investment Management
- Investment Strategies
- Problem Solving
- Leadership
- Team Leadership
- Presentation Skills
- Sales Presentations
- Investment Advisory Services
- Qualitative Research
- Quantitative Research
- Qualified Retirement Plans
Sara S Summary
- Sara S, based in Lee's Summit, MO, US, is currently a Vice President, Portfolio Management Team Manager at Commerce Trust. Sara S brings experience from previous roles at Commerce Trust, Mariner Wealth Advisors, Mariner Holdings and SageView Advisory Group. Sara S holds a 1997 - 1999 Bachelor of Arts (B.A.) in Human Resources and Labor Relations @ Rockhurst University. With a robust skill set that includes Retirement Plan Consulting, Financial Advisory, Interpersonal Skills, Trading, Sales and more. Sara S has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Commerce Trust Employees
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Lyle Johnson
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John Handy
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Chesterfield, MO, US
David Hagee
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