Sarah Willson Email & Phone Number
Director of Family Office Services @ Spectrum Financial (Omaha, NE)
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Sarah Willson Location
- Omaha, NE, US
Sarah Willson Work
- Partner and Regional Director @ (September 2014 - January 2019)
- Associate Financial Advisor | Marketing, Key Client Financial Analysis @ (November 2011 - June 2013)
- Investment Executive and Relationship Manager @ (May 2006 - November 2009)
- Financial Associate @ (September 2004 - May 2006)
- Director of Family Office Services @ (August 2022 - Present)
- VP Investments, Financial Advisor @ (May 2008 - November 2009)
- Regional Specialist @ (January 2014 - August 2014)
- Owner @ OSTIE LTD. CO. (January 2021 - Present)
Sarah Willson Education
- Creighton University
Master's Degree (Organizational Leadership)
2026 - St. Olaf College
Bachelor's Degree
- University of Aberdeen
- University of Galway
- Blair High School
High School
Sarah Willson Skills
- Team Management
- New Business Development
- Business Strategy
- Wealth Management Services
- Sales Management
- Investment Strategies
- Investment Banking
- Financial Analysis
- Marketing Strategy
- Marketing Communications
- Portfolio Strategies
- Distribution Strategies
- Leadership Development
- Business Development
- Executive Leadership
Sarah Willson Summary
- Sarah Willson, based in Omaha, NE, US, is currently a Director of Family Office Services at Spectrum Financial (Omaha, NE). Sarah Willson brings experience from previous roles at Thrivent Financial, Northwestern Mutual and Fifth Third Securities. Sarah Willson holds a Master's Degree in Organizational Leadership @ Creighton University. With a robust skill set that includes Team Management, New Business Development, Business Strategy, Wealth Management Services, Sales Management and more. Sarah Willson has 1 emails and 3 mobile phone numbers on RocketReach.
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