Client and Corporate Services

Biography

Sarah is a Principal  in the Chicago office and a member of the Operations team. Her primary focus is on project management and performance data conversions. Her roles include client onboarding and providing firm-wide operational support to maintain the accurateness and effectiveness of all financial data used to service clients.

Prior to joining Cerity Partners, Sarah was a Client Services Associate with Blue Prairie Group, working closely with Wealth Management advisors to manage all of their clients’ needs. She also worked at ICAP Patent Brokerage as a Transactions Specialist. In her role, she guided Intellectual Property (IP) sellers through the public and private brokerage platform process.

 

Education

  • MBA in Finance and Leadership and Change Management from DePaul University
  • B.S. in Actuarial Science and Business Administration from Central Michigan University

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