Sadie Bishop Email and Phone Number
Sadie Bishop work email
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Sadie Bishop personal email
Sadie joined WFA Asset Management Corporation in 2021 with two years of experience in the financial and insurance industries. She graduated from the University of Wisconsin-La Crosse in 2019 with a Bachelor’s degree in Business Management and a minor in Healthcare Analytics Management. Sadie holds her Life and Health Insurance License through FINRA and is licensed in Wisconsin.As an Advisor Associate, Sadie assists financial and investment advisers with retirement planning, portfolio management, and performance reporting. She conducts research on investment opportunities, prepares tax projections and returns, and provides clients with insights and guidance. Dedicated to growing her expertise, Sadie continues to build her career at WFA, contributing to both client success and the firm’s broader goals.
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Advisor AssociateWfa Asset Management Corporation May 2021 - PresentWhitefish Bay, Wi, UsInvestment Management, Tax Planning and Preparation, Insurance Planning, Divorce Planning, Retirement Planning, and Estate Planning.-Assisted Investment Advisers in managing client portfolios and monitoring performance metrics.-Constructed performance reports summarizing financial analysis, market trends, and investment recommendations.-Built retirement plans and projections using eMoney Advisor, assessing clients' current financial positions and future scenarios.-Engaged in client meetings to provide support and insights.-Conducted investment research on financial markets, investment products, and economic trends to support investment decisions.-Prepared tax projections for clients, analyzing income, deductions, credits, and potential tax liabilities. -Assisted in the preparation of tax returns.-Contributed to the creation of marketing content for LinkedIn and the company's website.
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AgentNew York Life Insurance Company Sep 2020 - May 2021New York, New York, Us-Agent licensed to sell insurance through New York Life Insurance Company. -Advised clients on life insurance products and financial planning strategies to meet their long-term goals and protection needs.-Educated clients on various life insurance options, including term life, whole life, and universal life policies.-Prospected and generated leads through networking, referrals, and community involvement. -
Gymanstics InstructorSalto Gymnastics Center Jun 2018 - Oct 2020-Organized and conducted team practices and events.-Demonstrated leadership qualities to athletes daily.-Collaborated effectively with coaches and parents to achieve team goals.
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Financial AssistantDse Financial Services Jun 2019 - Sep 2020-Prepared Consolidated Statements for client distribution.-Collaborated with the Financial Advisor to develop client risk profiles using Riskalyze.-Assisted clients with Medicare enrollment and optimized their Part D plans.-Observed client meetings to gain insights into customer needs.-Managed office operations in the absence of the owners and provided phone support to clients.
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Human Resource InternSchool District Of Waukesha 2019 - 2019Waukesha, Wisconsin, Us-Collaborated with coworkers to create electronic files.-Proofread emails and documents before distribution.-Efficiently managed and completed administrative tasks. -
LifeguardUrj Olin Sang Ruby Union Institute Jun 2016 - Aug 2018-Ensured a safe and enjoyable waterfront environment for campers.-Performed lifeguard duties and responsibilities at the waterfront.-Operated boats daily to facilitate campers' participation in lake activities.
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Student TeacherSchool District Of Kettle Moraine Jun 2012 - Aug 2015Us-Supported teachers with daily lesson planning.-Instructed elementary-aged students in various educational subjects.-Conducted gymnastics lessons for children aged 5-12.
Sadie Bishop Skills
Sadie Bishop Education Details
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University Of Wisconsin-La CrosseBusiness Management -
University Of Wisconsin-La CrosseHealthcare Analytics Management
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Kettle Moraine High SchoolHigh School Diploma
Frequently Asked Questions about Sadie Bishop
What company does Sadie Bishop work for?
Sadie Bishop works for Wfa Asset Management Corporation
What is Sadie Bishop's role at the current company?
Sadie Bishop's current role is Advisor Associate at WFA Asset Management Corporation.
What is Sadie Bishop's email address?
Sadie Bishop's email address is sa****@****ife.com
What schools did Sadie Bishop attend?
Sadie Bishop attended University Of Wisconsin-La Crosse, University Of Wisconsin-La Crosse, Kettle Moraine High School.
What skills is Sadie Bishop known for?
Sadie Bishop has skills like Leadership, Human Resources, Redtail Technology, Microsoft Powerpoint, Data Analysis, Riskalyze, Finance, Tableau, Microsoft Office, Microsoft Access, Microsoft Word, Microsoft Excel.
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