Sarah Ott Email & Phone Number
Senior Financial Planning Director, First Vice President @ Morgan Stanley
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Sarah Ott Location
- St. Louis, MO, US
Sarah Ott Work
- 2026 -now Senior Financial Planning Director, First Vice President @
- 2022 -2026 Financial Planning Director, Vice President @
- 2016 -2022 Director of Financial Planning Operations - Eckhardt Group @
- 2014 -2016 Financial Advisor @
- 2012 -2014 General Manager @
- 2011 -2012 Shift Leader and Customer Service Representative @
- 2011 -2012 Founder and President @ SpotCheck Medical Supplies
- 2009 -2012 Office Assistant @
- 2006 -2011 Team Trainer and Customer Service Representative @ Wehrenberg Theatres Inc.
- 2009 -2009 Veterinary Intern @ Lashley Animal Hospital
- 2008 -2009 Research Assistant @
Sarah Ott Education
- Saint Louis University
Bachelor of Science (Business Administration)
2008-2012
Sarah Ott Skills
- Financial Strategies
- Insurance Strategies
- Investment Strategies
- Retirement Planning
- Risk Management
- Education Funding
- Legacy Giving
- Charitable Giving
- Estate Strategies
- Life Insurance
- Asset Allocation
- Health Insurance
- Long Term Care Insurance
- Cash Flow Management
- Budget Management
- Debt Management
- Strategic Planning
- Disability Income Insurance
- Disability Insurance
- Leadership
- Social Media
- Public Speaking
- Insurance
- Sales
- Event Planning
- Investments
- Finance
- Fundraising
- Microsoft Office
- Social Networking
- Nonprofits
- Customer Service
- Portfolio Strategies
- Analysis
Sarah Ott Summary
- Sarah Ott, based in St. Louis, MO, US, is currently a Senior Financial Planning Director, First Vice President at Morgan Stanley. Sarah Ott brings experience from previous roles at Morgan Stanley, Thrivent and Family Video. Sarah Ott holds a 2008 - 2012 Bachelor of Science in Business Administration @ Saint Louis University. With a robust skill set that includes Financial Strategies, Insurance Strategies, Investment Strategies, Retirement Planning, Risk Management and more. Sarah Ott has 2 emails and 1 mobile phone numbers on RocketReach.
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