Trisha Sauer's Location
Glastonbury, CT, US
Trisha Sauer's Work
- LPL Financial Advisor @ Gateway Financial Partners
- Vice President - Financial Advisor @ Merrill Lynch
- Investment Committee Member @ Connecticut Society of CPAs (CTCPA)
- Board Member @ Connecticut Invention Convention (CIC)
- Vice President - Financial Advisor @ RBC
- Financial Advisor @ Smith Barney
- Tax Staff Accountant @ Deloitte
- Staff accountant @ Friedman Kannenberg & company
Trisha Sauer's Education
- SUNY Oswego
Bachelors of Science (Accounting)
1990 - 1995
Trisha Sauer's Skills
- Investments
- Holistic Financial Planning
- Tax
- Finance
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Investment Advisory
Trisha Sauer's Summary
Trisha Sauer, based in Glastonbury, CT, US, is currently a LPL Financial Advisor at Gateway Financial Partners, bringing experience from previous roles at Merrill Lynch, Connecticut Society of CPAs, Connecticut Invention Convention, Inc. and RBC Wealth Management. Trisha Sauer holds a 1990 - 1995 Bachelors of Science in Accounting @ SUNY Oswego. With a robust skill set that includes Investments, Holistic Financial Planning, Tax, Finance, Wealth Management and more, Trisha Sauer contributes valuable insights to the industry. Trisha Sauer has 2 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Trisha Sauer you were looking for?
Find contact details for 700 million professionals.
Others Named Trisha Sauer
-
32
-
31
-
1
-
1
Top Gateway Financial Partners Employees
-
ViewDavid Wood
Founder and Chief Visionary Officer at Gateway Financial Partners
Glastonbury, CT, US5+5+ -
55+
-
55
-
55+
-
21
-
11
-
View
Ralph Fernandez
Integrative Wealth Management Advisor at Gateway Financial Partners
Glastonbury, CT, US45+ -
12
-
5+5+
-
12
-
11
-
5+5+
-
44
-
ViewKevin Carroll
Managing Director at Gateway Financial Partners
Hartford, Connecticut, United States1 -
1
-
55
-
31
-
5+3
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
