With over 7 years of experience in operations, team management, and client service, Sara serves as a dedicated Client Service Specialist in the wealth management and financial services industry. She is known for her ability to streamline processes, implement effective CRM systems, and support high-performing teams. Her strength lies in combining structured process improvement with a client-first mindset to enhance service delivery and drive business efficiency. Passionate about delivering a seamless client experience, Sara plays a key role in supporting both day-to-day operations and long-term growth.