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
- Vice President, Portfolio Management Team Manager @ (October 2025 - Present)
- Vice President, Portfolio Manager @ (March 2021 - Present)
- Director, Investment Solutions @ (October 2018 - March 2021)
- Senior Investment Advisor @ (October 2014 - October 2018)
- Senior Investment Analyst @ (July 2012 - October 2014)
- Portfolio Manager @ BMO Global Asset Management, a part of BMO Financial Group (January 2005 - January 2012)
- Investment Analyst @ UMB Bank (January 2001 - January 2004)
- Assistant Administrator @ (October 1998 - April 2001)
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 2 emails and 2 mobile phone numbers on RocketReach.
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