Sarah Scheffer Email & Phone Number
Director of Compliance @ EverLife
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Sarah Scheffer Location
- Saratoga Springs, UT, US
Sarah Scheffer Work
- Director of Compliance @ (August 2025 - Present)
- Compliance Coordinator @ Better Being Co. (January 2025 - August 2025)
- Compliance Officer @ (April 2024 - December 2024)
- Practice Manager @ (January 2023 - March 2024)
- Wealth Management Operations Manager @ Lincoln Financial Group (February 2012 - December 2022)
Sarah Scheffer Education
- Salt Lake Community College
Associate's degree (General Studies)
- Western Governors University
Bachelor's degree (Business Administration and Management, General)
Sarah Scheffer Skills
- Account Management
- Analytical Skills
- Attention to Detail
- Auditing
- Bookings
- Build Strong Relationships
- Business Process Improvement
- Business Reviews
- Business Strategy
- Calendaring
- Client Relations
- Coaching
- Coaching & Mentoring
- Communication
- Compliance Management
- Confidentiality
- Customer Data
- Customer Follow-Up
- Customer Service
- Cybersecurity
- Data Analysis
- Data Analytics
- Data Entry
- Document Management
- Due Diligence
- Event Planning
- Expense Reports
- Finance
- Financial Planning
- Financial Reporting
- Fraud Investigations
- Growth Management
- Insurance Authorizations
- Interpersonal Skills
- Investigation
- KYC Verification
- Key Performance Indicators
- Leadership
- Licensing
- Management
- Medicaid
- Microsoft Excel
- Microsoft Office
- Operations
- Operations Management
- Organization Skills
- Presentations
- Prior Authorization
- Problem Solving
- Professional Services
- Project Documentation
- Project Management
- Regulatory Compliance
- Relationship Building
- Relationship Development
- Reporting & Analysis
- Risk Assessment
- Risk Operations
- Security Audits
- Security Training
- Sensitive Information
- Skilled Multi-tasker
- Solid Professional Standards
- Strategic Communications
- Team Alignment
- Team Leadership
- Team Management
- Time Management
- Training
- Travel Arrangements
- Travel Management
- Underwriting
- Writing
- Written Communication
Sarah Scheffer Summary
- Sarah Scheffer, based in Saratoga Springs, UT, US, is currently a Director of Compliance at EverLife. Sarah Scheffer brings experience from previous roles at Better Being Co., Agent Boost Marketing, Axex Financial and Lincoln Financial Group. Sarah Scheffer holds a Associate's degree in General Studies @ Salt Lake Community College. With a robust skill set that includes Account Management, Analytical Skills, Attention to Detail, Auditing, Bookings and more. Sarah Scheffer has 2 emails and 1 mobile phone numbers on RocketReach.
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