I’m a dedicated professional with seven years of experience in client reporting, tax, and performance analysis. I specialize in resolving complex inquiries related to client statements, tax issues, cost basis, and performance reports. My background has allowed me to excel both independently and in team settings within a fast-paced, global financial environment.In addition to my financial expertise, I am a CrossFit Coach, Certified Nutrition Coach, and Personal Trainer. I own and operate my own company, providing coaching services to help clients achieve their health and fitness goals. This experience has honed my communication, leadership, and motivational skills, which I apply in both my coaching and professional work.
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Client Resolutions SpecialistUbsClarksville, Tn, Us -
Tax AnalystBny Mellon Sep 2024 - Present -
Crossfit InstructorGryphon Crossfit Jun 2023 - PresentInstruct participants in maintaining exertion levels to maximize benefits from exercise routines.Offer alternatives during classes to accommodate different levels of fitness.Plan routines, choose appropriate music, and choose different movements for each set of muscles, depending on participants' capabilities and limitations.Evaluate individuals' abilities, needs, and physical conditions, and develop suitable training programs to meet any special requirements.Maintain fitness equipment.Monitor participants' progress and adapt programs as needed.Provide students with information and resources regarding nutrition, weight control, and lifestyle issues.Administer emergency first aid, wrap injuries, treat minor chronic disabilities, or refer injured persons to physicians.Organize and conduct competitions and tournaments.
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OwnerPhoenix Performance L.L.C. Oct 2022 - PresentPhoenix Performance provides personalized Fitness & Nutrition Coaching to individuals in order to help them achieve long-term, lasting success in improving their overall health and quality of life. -
Head Of OperationsPhoenix Performance L.L.C. Oct 2022 - PresentResearch, plan, and write Business Plan Establish and maintain business bank accounts, payment processing, accounts payable and receivable, and business taxes and licenses. Design and implement marketing and sales strategies. Design and setup business profiles, social media platforms, websites, and email.Establish and maintain customer service via phone, email, website, and social media platforms.Research, plan, and establish a business pricing model. Continuously evaluate pricing models to ensure maximum profitability.Collaborate with business partners to ensure delivery of high quality products and service. Coordinate schedules, bookings, orders Communicate with clients to coordinate and schedule initial assessments & weekly check-ins.Conduct initial assessments for client onboarding. Counsel clients on basic nutritional principles, dietary plans, diet modifications, healthy eating habits, and food selection and preparation to improve quality of life.Create customized nutrition plans based on assessment of client's needs, goals, dietary restrictions, allergies, and lifestyle.Assess client's health to create goals to promote improved health and quality of life.Provide weekly support, via email and coaching platform, with nutrition related questions or concerns.Conduct weekly check-ins with clients to: monitor, review, and assess performance and adherence to nutrition plans; adjust nutrition plans and goals; and provide feedback. -
Specialized Servicing RepresentativeUbs Jul 2023 - Aug 2024Zurich, ChWork closely with internal partners to resolve issues for Ultra High Net Worth advisors and teams, including Operations, Products & Services, Field Leadership, Compliance, and Communications. Enhance onboarding experience through education and training for Ultra High Net Worth teams joining to ensure seamless transition into the firm. Track escalations, system enhancements, and issues to present to key stakeholders for improvement. Organize and facilitate forums to share best practices ideas, training, and further develop relationships by region.Provide support on special projects as well as ad-hoc requests related to improve Ultra High Net Worth experience overall. Work with internal partners and field management teams to provide exceptions when necessary. -
Private Wealth Management LiaisonUbs Feb 2023 - Jul 2023Zurich, ChWork closely with internal partners to resolve issues for PWM advisors and teams, including Operations, Products & Services, Field Leadership, Compliance, and Communications. Enhance onboarding experience through education and training for PWM teams joining to ensure seamless transition into the firm. Track escalations, system enhancements, and issues to present to key stakeholders for improvement. Organize and facilitate forums to share best practices ideas, training, and further develop relationships by region.Provide support on special projects as well as ad-hoc requests related to improve PWM experience overall. Work with internal partners and field management teams to provide exceptions when necessary. -
Client Resolutions SpecialistUbs Apr 2017 - Feb 2023Zurich, ChSupport Client and Tax reporting Operations: Performance Reporting, Statements, Tax Reporting, & Cost Basis. Receive, research, and advise on client/branch inquiries related to systems and documents within Client and Tax Reporting. Analyze data and provide detailed explanations regarding Tax Reporting, Statement Information, Cost Basis, and Tax. Train new team members for all roles.Support Client and Tax reporting Operations: Performance Reporting, Statements, Tax Reporting, & Cost Basis. Receive, research, and advise on client/branch inquiries related to systems and documents within Client and Tax Reporting. Analyze data and provide detailed explanations regarding Tax Reporting, Statement Information, Cost Basis, and Tax. Train new team members for all roles. -
Event CoordinatorCrossfit Dunbar Cave Lab Aug 2021 - Dec 2022Organize and conduct competitions and tournaments. Propose and coordinate effective layouts for events. Coordinate and manage all staff, event logistics, and internal/external communications throughout the event life cycle. Communicate with sponsors, vendors, clients, city officials, and staff to retain loyalty and ensure successful organization of events at the internal/external level. Obtain and work with the Graphic Design team to develop and create all promotional and marketing materials.Organize and manage all social media platforms thought the event life cycle. Recruit sponsors for events. Helped create and establish the annual “Oktoberfest” event. Successfully boosted revenues by 45% for the annual “Battle At the Lab” event, and secured sponsors for future events. -
ProgrammerCrossfit Dunbar Cave Lab Oct 2020 - Dec 2022Create and design personalized group workouts to accommodate different levels of fitness, for Saturday classes and special events. -
Crossfit InstructorCrossfit Dunbar Cave Lab May 2020 - Dec 2022Instruct participants in maintaining exertion levels to maximize benefits from exercise routines.Offer alternatives during classes to accommodate different levels of fitness.Plan routines, choose appropriate music, and choose different movements for each set of muscles, depending on participants' capabilities and limitations.Evaluate individuals' abilities, needs, and physical conditions, and develop suitable training programs to meet any special requirements.Maintain fitness equipment.Monitor participants' progress and adapt programs as needed.Provide students with information and resources regarding nutrition, weight control, and lifestyle issues.Administer emergency first aid, wrap injuries, treat minor chronic disabilities, or refer injured persons to physicians.Organize and conduct competitions and tournaments. -
Tax PreparerJackson Hewitt Tax Service Inc. Jan 2017 - Apr 2017Jersey City, Nj, UsPrepare tax simple to complex returns for individuals as well as small business owners. Interview clients and obtain information about income and expenses. Practice due diligence in accordance with IRS, state, and local governments. Furnish taxpayers with information, materials, and advice on tax laws and keeping their tax liability at a minimum -
Substitute TeacherDodea Jan 2011 - Jan 2012Arlington, Virginia, Us*replace the classroom teacher*plan, organize, and present information and instruction to help students learn subject matter and *skills that will contribute to their educational and social development*provided instruction compatible with the school and system-wide curricular goals*interact effectively with students, co-workers, and parents*carry out non-instructional duties as assigned and/or as needed*adhere to established laws, policies, rules, and regulations*follow a plan for professional development*report to administrative assistant
Sara Lucas Education Details
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Liberty UniversityAccounting -
University Of Alaska AnchorageGeneral Studies -
Bevill State Community CollegeAccounting
Frequently Asked Questions about Sara Lucas
What company does Sara Lucas work for?
Sara Lucas works for Ubs
What is Sara Lucas's role at the current company?
Sara Lucas's current role is Client Resolutions Specialist.
What schools did Sara Lucas attend?
Sara Lucas attended Liberty University, University Of Alaska Anchorage, Bevill State Community College.
Who are Sara Lucas's colleagues?
Sara Lucas's colleagues are Ethan Harro, Flloyd Rewa.
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