Sara Clegg, CFP®
Vice President, Relationship Manager at Union Bank & Trust- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Gretna, Nebraska, United States, US
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Experience
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Union Bank & Trust
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United States
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Financial Services
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500 - 600 Employee
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Vice President, Relationship Manager
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Oct 2021 - Present
As a member of Union Bank & Trust's College Savings Plan team, I raise awareness about 529 accounts as a vehicle for saving for future education expenses. As a member of Union Bank & Trust's College Savings Plan team, I raise awareness about 529 accounts as a vehicle for saving for future education expenses.
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SageSpring Wealth Partners
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Oct 2017 - Sep 2021
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Pacific Life
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United States
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Financial Services
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700 & Above Employee
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Internal Wholesaler Consultant
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Nov 2015 - Mar 2017
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Capital Group
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United States
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Financial Services
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700 & Above Employee
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Assistant Vice President and Institutional Relationship Specialist Manager
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Jun 2012 - Oct 2015
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Adviser Marketing Manager
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Aug 2007 - Jun 2012
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Adviser Marketing Representative
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Mar 2004 - Aug 2007
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Applied Underwriters
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United States
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Insurance
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400 - 500 Employee
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Assistant Team Leader
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Jan 2002 - Jan 2004
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Community
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