2001 -2015 VP and Investment Officer and Client Facing Portfolio Manager @
2000 -2001 Credit Analyst @
2000 -2000 Teller @
Sarah Reicks Education
Cannon Financial Institute
Certified Wealth Strategist CWS
2015-2016
Loras College
BA (Loras College Ambassador, Financial Management Association)
1997-2001
Sarah Reicks Skills
Titling and Beneficiary Designation
Retirement Planning
Financial Risk Management
Investments
Portfolio Management
Asset Allocation
Wealth Management
Strategic Financial Planning
Financial Analysis
Morningstar
Investment Management
Investment Strategies
Bloomberg
Mutual Funds
Project Management
Financial Risk
Wealth Management Services
Finance
Trading
Equities
Financial Planning
Banking
Strategic Financial
Sarah Reicks Summary
Sarah Reicks, based in Dubuque, IA, US, is currently a Vice President, Trust Officer at First Community Trust, N.A.. Sarah Reicks brings experience from previous roles at Dubuque Bank and Trust, Heartland Financial USA, Inc. and Dubuque Bank & Trust. Sarah Reicks holds a 2015 - 2016 Certified Wealth Strategist CWS @ Cannon Financial Institute. With a robust skill set that includes Titling and Beneficiary Designation, Retirement Planning, Financial Risk Management, Investments, Portfolio Management and more. Sarah Reicks has 2 emails and 2 mobile phone numbers on RocketReach.
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