Sarah Ann Email & Phone Number
Stock Broker and Investment Analyst
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Sarah Ann Location
- Omaha, NE, US
Sarah Ann Work
- Stock Broker and Investment Analyst @ Stock Broker/Investment Analyst (July 2017 - Present)
- Analyst @ (January 2017 - July 2017)
- Underwriter II @ (August 2016 - December 2016)
- Investment Operations Analyst @ RiskX Investments (February 2014 - May 2016)
- Trading Specialist @ CLS Investments, LLC (July 2012 - February 2014)
- Producing Representiative and Rep Relations Specialist @ (February 2011 - July 2012)
- Marketing Manager @ (October 2009 - October 2010)
- Senior Broker @ (May 2006 - October 2009)
Sarah Ann Education
- Creighton University
Master of Business Administration (MBA) (Finance)
2016-2018 - Bellevue University
Bachelor’s Degree (Fine Arts)
2006-2009
Sarah Ann Skills
- Financial Analysis
- Analysis
- Wealth Management
- Mutual Funds
- Project Management
- Asset Management
- Finance
- Trading
- Financial Services
- PowerPoint
- Microsoft Office
- Social Media
- Fixed Annuities
- Microsoft Excel
- Customer Service
- Portfolio Management
- Event Planning
- Sales
- Investment Strategies
- Retirement
- Investments
Sarah Ann Summary
- Sarah Ann, based in Omaha, NE, US, is currently a Stock Broker and Investment Analyst at Stock Broker/Investment Analyst. Sarah Ann brings experience from previous roles at StockCross Financial Services, Mutual of Omaha, RiskX Investments and CLS Investments, LLC. Sarah Ann holds a 2016 - 2018 Master of Business Administration (MBA) in Finance @ Creighton University. With a robust skill set that includes Financial Analysis, Analysis, Wealth Management, Mutual Funds, Project Management and more. Sarah Ann has 1 mobile phone numbers on RocketReach.
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