Sara Turner Email & Phone Number
Director of Wealth Planning @ Aurdan Capital Management, LLC
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Sara Turner Location
- Philadelphia, PA, US
Sara Turner Work
- Director of Wealth Planning @ (March 2025 - Present)
- Vice President, Executive Planning Consultant @ (February 2022 - February 2025)
- Wealth Planning Associate, Vice President @ (February 2022 - March 2022)
- Wealth Planning Associate, Assistant Vice President @ (February 2020 - February 2022)
- Trust and Estate Administrator @ (July 2017 - February 2020)
- Financial Planner @ (February 2015 - March 2016)
- Senior Investment Officer @ (February 2010 - February 2015)
- Business Analyst - Sales and Product Planning @ (June 2009 - February 2010)
- Site Financial Analyst @ (November 2008 - June 2009)
Sara Turner Education
- Drexel University's LeBow College of Business
B.S., Business Administration (Finance)
2004-2008
Sara Turner Skills
- Portfolio Management
- Sales
- Relationship Management
- Planning
- Risk Management
- Investment Advisory
- Financial Analysis
- Tax Planning
- Analysis
- Financial Services
- Financial Planning
- Investment Management
- Product Planning
Sara Turner Summary
- Sara Turner, based in Philadelphia, PA, US, is currently a Director of Wealth Planning at Aurdan Capital Management, LLC. Sara Turner brings experience from previous roles at Fidelity Investments, Brown Brothers Harriman and The Haverford Trust Company. Sara Turner holds a 2004 - 2008 B.S., Business Administration in Finance @ Drexel University's LeBow College of Business. With a robust skill set that includes Portfolio Management, Sales, Relationship Management, Planning, Risk Management and more. Sara Turner has 2 emails and 3 mobile phone numbers on RocketReach.
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