Sarah E. Ludden Email & Phone Number

Boston, Ma

I contributed to improving efficiencies and providing clarity to relationship managers with various client inquiries. I worked directly with three relationship managers on approximately 90 accounts ranging from $1MM-$70MM AUM opening accounts, providing account maintenance and processing approximately 150 money movement per month across five different custodians.

Waltham, Massachusetts

I collaborated with 9 ultra-high net worth team-matrices on financial planning strategies in coordination with clients' outside advisers. Within this role, I created quarterly or bi-annual financial reports and presentation materials along with special analyses and projects for client teams from estate flow diagramming to researching plane leasing options. I was also a member of the Philanthropy Knowledge Management Team, responsible for being a resource and sharing information with the planning team on philanthropy vehicles and industry trends as well as connecting with relevant COIs (community foundations, donor-advised fund providers, foundation management). Additionally, I served on the Diversity, Equity and Inclusion Committee and the Community Gifts Committee.

Provided account administration for 350 accounts ($500MM+ AUM) with a 98% client retention rateRecommended trades to Investment Officer based on Firm’s investment strategyCreated custom cash flow analysis and asset allocation reports for 50+ clients per yearAttended client meetings, fielded client requests and followed-up on action items for resolutionServed on a 6 member Client Survey Committee, managed company-wide client communication e-mail, created survey questions, and reviewed results of 30% response rateLiaison with accountants, attorneys, and financial consultants on client’s behalf

Boston

Worked directly with the fixed-income portfolio for the institutional client on a daily basis to ensure detailed and accurate information was provided. Corrected 15-20 cash discrepancies daily including previously unresolved long term reconciliations. Booked $2MM + trades and provided broker instructions daily. Trained incoming controllers.

Managed clients' total assets based on assessed objectives and risk/return profilePlanned and conducted marketing events for prospective clients

B.S.B.A., Business Administration

Activities and Societies: National Honor Society, Hall Council President, Resident Student Advisor, Leadership Emergence and Growth.

Financial Planning Certification Preparation

This is a course to prepare for the Board Certified Financial Planner Exam.