After working at an online brokerage firm for over thirteen years as an Investment Consultant, Sarah was ready for some change and for a new position.
Always wanted to work here!
She would drive by the 401k Latte Company every day on her way to work, and always thought it would be nice to find out more about them since it was so close to home. One day she saw a job opening for the exact type of role she was looking for and decided to apply right away. The rest is history.
Passion for Paperwork
Sarah enjoys paperwork and getting things done behind the scenes to help the office run smoother. In her role as the Operations Specialist, she is efficient in getting accounts opened and funded as well as all client reviews for the appointments. She handles the money movement between accounts as well and enjoys creating Excel spreadsheets to keep track of client Required Minimum Distributions each year.
When she first interviewed for the role, it was stressed that the office wants each person working in a role where their strengths are. She enjoys coming to work each day knowing she gets to work on what she loves and what she is good at. And while Peter doesn’t understand how anybody can enjoy doing paperwork, she likes to remind him that someone needs to do it, and it may as well be someone who loves it. And for this, Peter is very thankful!
When She’s Not at the Office
When not at work, Sarah enjoys spending time with her husband and two children. They love being outdoors or at the lake as much as possible. She loves to cook and try out new recipes as well as crochet and read. Her favorite charities are Feed My Starving Children, which her daughter enjoys going to packing events with her, and Together Rising, a charity which believes that to lift a family or community, you need to lift a woman.
Invest in a Conversation with Sarah over a Cappuccino
Sarah doesn’t really enjoy coffee but she does love sugar, so you can often find her enjoying a turtle latte or a vanilla cappuccino. Unless it is during the summer months, then she will often be drinking a caramel cooler.
Give Sarah a call at (952)882-0400 or drop her a line at firstname.lastname@example.org.