Sara Gans, CFP®, ChFC®
Senior Director, Wealth Advisor at Sequoia Financial Group- Claim this Profile
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Bio
Experience
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Sequoia Financial Group
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Australia
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Financial Services
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1 - 100 Employee
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Senior Director, Wealth Advisor
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Jan 2023 - Present
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Director, Wealth Advisor
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Oct 2021 - Present
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Senior Manager, Private Client Services
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Jan 2020 - Nov 2021
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Manager, Private Client Services
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Feb 2018 - Jan 2020
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Senior Associate, Private Client Services
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Feb 2016 - Jan 2018
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Associate, Private Client Services
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Sep 2014 - Feb 2016
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KeyBank
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United States
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Banking
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700 & Above Employee
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Management Associate
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Jan 2013 - Aug 2014
-Participated as a trainee in 11-month rotational program to learn the various roles within Key Centers, gaining valuable experience in sales, customer service and leadership -Built and established mutually beneficial relationships with clients to improve their financial situations -Successfully referred clients to other lines of business in order to close larger lending and investment deals -Participated as a trainee in 11-month rotational program to learn the various roles within Key Centers, gaining valuable experience in sales, customer service and leadership -Built and established mutually beneficial relationships with clients to improve their financial situations -Successfully referred clients to other lines of business in order to close larger lending and investment deals
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Education
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2009 - 2013
Kent State University
Finance and Entrepreneurship with a Marketing Minor -
Mayfield High School
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