Sara Wicks Email

Partner, Director of Financial Planning, CPA, CFP® @ Bridgewater Advisors Inc.

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Sara Wicks Location

New York, NY, US

Sara Wicks Work

2024 - now Partner, Director of Financial Planning, CPA, CFP® @ Bridgewater Advisors Inc.
2022 - now Director of Financial Planning, CPA, CFP® @ Bridgewater Advisors Inc.
2019 - 2022 Advisor, Financial Planning Specialist, CFP® @ Bridgewater Advisors Inc.

2019 - 2019 Financial Planning Specialist, CFP® @ Bridgewater Advisors Inc.
2013 - 2019 Chief Operating Officer and Paraplanner @ Arcadia Wealth Management
2008 - 2013 Actor @ Entertainment Industry
2005 - 2007 Intern @ Cover & Rossiter, PA

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Sara Wicks Education

University of Delaware
Bachelors of Science (Accounting)
2005 - 2008
George Mason University
Attended one year (Theater Studies)
2004 - 2005
Smithtown High School
GED (General Education)
2000 - 2004

Sara Wicks Summary

Sara Wicks, based in New York, NY, US, is currently a Partner, Director of Financial Planning, CPA, CFP® at Bridgewater Advisors Inc.. Sara Wicks brings experience from previous roles at Bridgewater Advisors Inc. and Arcadia Wealth Management. Sara Wicks holds a 2005 - 2008 Bachelors of Science in Accounting @ University of Delaware. Sara Wicks has 1 emails on RocketReach.

Sara Wicks Emails

Found 1 emails

@bridgewateradv.com

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