Sara Clegg, CFP®

Vice President, Relationship Manager at Union Bank & Trust
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Contact Information
us****@****om
(386) 825-5501
Location
Gretna, Nebraska, United States, US

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Experience

    • United States
    • Financial Services
    • 500 - 600 Employee
    • Vice President, Relationship Manager
      • 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.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Oct 2017 - Sep 2021

    • United States
    • Financial Services
    • 700 & Above Employee
    • Internal Wholesaler Consultant
      • Nov 2015 - Mar 2017

    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President and Institutional Relationship Specialist Manager
      • Jun 2012 - Oct 2015

    • Adviser Marketing Manager
      • Aug 2007 - Jun 2012

    • Adviser Marketing Representative
      • Mar 2004 - Aug 2007

    • United States
    • Insurance
    • 400 - 500 Employee
    • Assistant Team Leader
      • Jan 2002 - Jan 2004

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