Sarah Bumgardner, CFEI®

Director Partnerships and Member Engagement at AAFMAA
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Contact Information
us****@****om
(386) 825-5501
Location
Brentwood, Tennessee, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Partnerships and Member Engagement
      • Oct 2022 - Present

    • Member Benefits Coordinator
      • Nov 2021 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • 2019 - Nov 2021

      Work with the AAFMAA Wealth Management and Trust team to help provide the right financial solutions for each client. I use a personal, strategic and disciplined approach to meet the specific goals of our clients. With an in-depth knowledge and expertise of our team we strive to deliver the best options for you and your family. - Finding the right investment strategies - Providing short term and long term financial planning - Trust management administration in guidance Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • SpouseLink Ambassador
      • 2015 - 2016

      Worked to maintain our AAFMAA brand and brand awareness within the local military community. Working firsthand with military family to understand their specific needs and how AAFMAA can assist them. -Participate in local events on and off base to bring brand awareness to the military community -Collaborated with local military family support services Worked to maintain our AAFMAA brand and brand awareness within the local military community. Working firsthand with military family to understand their specific needs and how AAFMAA can assist them. -Participate in local events on and off base to bring brand awareness to the military community -Collaborated with local military family support services

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Veterans Affairs Coordinator
      • 2010 - 2014

      Assisted veterans with preparing and submitting VA disability claims and understanding the compensation and pension (C&P) exam process. Worked to implement new processes and procedures across our company to stream line our claims process. - In-depth knowledge of the VA regulations regarding the rating of claims - Walked veterans through the VA claims process from start to finish - Helped veterans understand their rating decisions and the financial implications - Assisted surviving spouses to ensure proper survivor benefits were established - Lead the VA team to ensure proper procedures and claims process was being followed - Train new hires - Streamlined the IT processes for better client and employee experience Show less

  • Sky Harbor Care Center
    • Twentynine Palms, California
    • Medical Records Manager
      • 2008 - 2010

      Maintained all medical records in accords with state and federal regulations. Worked with families to facilitate all admission and discharged paperwork processes. Responsible for generating new business processes to better serve our staff and patients. - Provided admission and discharge paperwork in accordance with state and federal regulations - Ensured timely and accurate billing submission to the California Department of Health Care Services Maintained all medical records in accords with state and federal regulations. Worked with families to facilitate all admission and discharged paperwork processes. Responsible for generating new business processes to better serve our staff and patients. - Provided admission and discharge paperwork in accordance with state and federal regulations - Ensured timely and accurate billing submission to the California Department of Health Care Services

Education

  • Auburn University
    Bachelor's Degree, Health/Health Care Administration/Management
    2004 - 2008

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