Sage Vincent Email and Phone Number
Client Services Associate/Paraplanner with PortSalus Wealth Management. Summa Cum Laude graduate from Biola University with a B.A. in Intercultural Studies and a B.S. in Business Administration with concentrations in Interdisciplinary Education and International Business. Alumna of the Torrey Honors College.
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Client Services Associate/ParaplannerPortsalus Wealth Management Sep 2024 - PresentMission Viejo, California, United States -
Team LeadNightlight Christian Adoptions Mar 2022 - May 2024Santa Ana, California, United States -
Program Coordinator- Snowflakes Client Services AssistantNightlight Christian Adoptions Aug 2021 - Feb 2022Santa Ana, California -
Amplified Planning ExternshipAmplified Planning Jun 2023 - Aug 2023-Virtual, asynchronous 8-week program. Approximately 20 hours per week. -Watched real client meetings, conducted financial analyses, and developed client deliverables on money Advisor, including completing eMoney certification in eMoney Advisor.-Gained experience in Asset-Map, Redtail CRM, Morningstar Advisor Workstation, and Income Lab, all of which included live sessions with representatives from each company. -Learned planning perspectives and best practices from 50+ industry experts. -
Biola Chapter Intern & Lead CoachNational School Project Aug 2018 - Sep 2021Los Angeles County, California, United States -
Office AssistantCrossroads Worship Center May 2021 - Jul 2021Weymouth, Massachusetts
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Teaching AssistantBiola University Aug 2020 - Jan 2021La Mirada, California, United StatesTeaching Assistant for Foundations of Global Studies course in the Cook School of Intercultural Studies at Biola University. -
Teaching InternOperation Mobilization Jun 2019 - Jul 2019Mkushi, Central, ZambiaIn 2019, I had the privilege of spending 6 weeks on a remote farm in Mkushi, Zambia teaching English, math, Zambian history, religion, and technology in a 3rd grade classroom. My students' primary language was Bemba, many of them with little, to no, English fluency. Acting as a full-time teacher in a multi-lingual classroom was a fun challenge. Watching my students smile, laugh, and grow each day in the classroom was an experience for which I will never take for granted.
Sage Vincent Education Details
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International Business -
Financial Planning And Services -
Intercultural Studies And Business Administration
Frequently Asked Questions about Sage Vincent
What company does Sage Vincent work for?
Sage Vincent works for Portsalus Wealth Management
What is Sage Vincent's role at the current company?
Sage Vincent's current role is Client Services Associate/Paraplanner.
What schools did Sage Vincent attend?
Sage Vincent attended Biola University Crowell School Of Business, Boston University, Torrey Honors College, Biola University.
Not the Sage Vincent you were looking for?
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Sage Vincent
Amarillo, Tx2 +180634XXXXX
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Sage Vincent
Versatile Professional: Security Officer, Warehouse Manager, Cashier, Customer Service Expert, Forklift Operator, Cash Handling Specialist, Team Leader, And Marketing StrategistBeloit, Wi -
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