Sara Wicks Email & Phone Number
Partner, Director of Financial Planning, CPA, CFP® @ Bridgewater Advisors Inc.
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Sara Wicks Location
- New York, NY, US
Sara Wicks Work
- Partner, Director of Financial Planning, CPA, CFP® @ (January 2024 - Present)
- Director of Financial Planning, CPA, CFP® @ (January 2022 - Present)
- Advisor, Financial Planning Specialist, CFP® @ (October 2019 - January 2022)
- Financial Planning Specialist, CFP® @ (March 2019 - October 2019)
- Chief Operating Officer and Paraplanner @ (May 2013 - March 2019)
- Actor @ Entertainment Industry (September 2008 - April 2013)
- Intern @ Cover & Rossiter, PA (January 2005 - April 2007)
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 Skills
- Access
- Accounting
- Accounts Payable
- Bartending
- Creative Writing
- Customer Service
- Data Entry
- Inventory Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Restaurants
- SQL database design
- Tax Preparation
- Time Management
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. With a robust skill set that includes Access, Accounting, Accounts Payable, Bartending, Creative Writing and more. Sara Wicks has 1 emails and 2 mobile phone numbers on RocketReach.
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New York, NY, US
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