Division Manager, Central U.S.
Sara helps advisors enhance their profitability, leverage human capital and share thoughtful insights that support important conversations with investors. She shares her advisory management expertise via professional development workshops and personalized support. Her areas of expertise span asset acquisition and retention strategies, team building and leadership, consultative selling and practice management.
Prior to joining AssetMark, Sara worked at Curian Capital where she was responsible for increasing sales of separately managed and unified managed account offerings, as well as developing new advisor opportunities. Previously, she was a Managing Director at Novo Vision Partners and a Regional Director at Russell Investments. She also held the positions of Equity Trader at Global Capital Securities, Inc. and Nikko Securities Co. International.
Sara has over 30 years of success in the financial services industry. She attended the New York Institute of Finance, the University of Wisconsin and Macalester College. She has presented at client and industry events alike and was a featured speaker at national due diligence meetings. Sara holds Series 7, 63 and 66 Licenses.