Sarah Marriott Email & Phone Number
Director, HNW and Family Office Sales @ Vanilla
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Sarah Marriott Location
- Los Angeles, CA, US
Sarah Marriott Work
- Director, HNW and Family Office Sales @ (May 2026 - Present)
- Director of Sales, Advisor Solutions @ (October 2024 - Present)
- Business Development Manager @ (May 2023 - October 2024)
- Vice President, Partnerships @ (January 2023 - April 2023)
- Managing Director, Wealth Advisor @ (June 2021 - September 2022)
- Private Wealth Advisor @ (April 2018 - June 2021)
- Investment Management @ (April 2014 - March 2018)
- Evidence-Based Practice and Research @ (August 2011 - April 2014)
Sarah Marriott Education
- Skidmore College
B.A. (Neuroscience, Psychology)
Sarah Marriott Skills
- Account Management
- Building Business Relationships
- Business Development
- Client Administration
- Colleague Development
- Cross-functional Collaborations
- Customer Relationship Management (CRM)
- Development & implementation of marketing plans
- Development of Strategy
- Directorship
- Early-Stage Startups
- Estate Planning
- Estate Tax Planning
- Evidence-Based Practice (EBP)
- Family Offices
- Financial Analysis
- Financial Goals
- Financial Planning
- Financial Planning Software
- IT Project & Program Management
- Integrated Project Delivery
- Internal/External Consulting
- Investments
- Market Planning
- Medical Office
- Neuropsychology
- Portfolio Analysis
- Qualitative Data
- Sales
- Sales Trainings
- Start-up Organizations
- Strategic Account Growth
- Vanilla
- Vendor Partnerships
- Wealth Management Services
- Land Use Planning
- Medical Terminology
- Microsoft Office
Sarah Marriott Summary
- Sarah Marriott, based in Los Angeles, CA, US, is currently a Director, HNW and Family Office Sales at Vanilla. Sarah Marriott brings experience from previous roles at Vanilla, Policygenius, Konduit and Cresset. Sarah Marriott holds a B.A. in Neuroscience, Psychology @ Skidmore College. With a robust skill set that includes Account Management, Building Business Relationships, Business Development, Client Administration, Colleague Development and more. Sarah Marriott has 2 emails and 2 mobile phone numbers on RocketReach.
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