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Sara P. Email & Phone Number

Client Service Associate at Edelman Financial Engines at Edelman Financial Engines
Location: Dayton Metropolitan Area, United States, United States 4 work roles 3 schools
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Current company
Edelman Financial Engines
Role
Client Service Associate at Edelman Financial Engines
Location
Dayton Metropolitan Area, United States, United States
Company size
1029 employees

Who is Sara P.? Overview

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Quick answer

Sara P. is listed as Client Service Associate at Edelman Financial Engines at Edelman Financial Engines, a company with 1029 employees, based in Dayton Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Sara P..

Sara P. previously worked as Client Service Associate at Edelman Financial Engines and Associate at Wells Fargo. Sara P. holds Bachelor'S Degree, Integrative Studies, 2.9 from Miami University-Middletown.

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Email format at Edelman Financial Engines

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Edelman Financial Engines

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Profile bio

About Sara P.

Experienced Client Services Associate with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Retail, Sales, Communication, and Cashiering. Strong support professional with a Bachelor's degree focused in Integrative studies from Miami University-Middletown.

Current workplace

Sara P.'s current company

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Edelman Financial Engines
Edelman Financial Engines
Client Service Associate at Edelman Financial Engines
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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4 roles

Sara P. work experience

A career timeline built from the work history available for this profile.

Associate

Wells Fargo

Miamisburg, Ohio

As a client associate I am responsible for booking meeting with clients, preparing for meetings, attending company events, opening and updating accounts and answering client calls. I also support 3 advisors and help them with their daily tasks.

Oct 2017 - May 2019

Toddler Teacher

Explorations Child Enrichment Center

Centerville, Ohio

Teacher in the two year old roomJob responsibilities include keeping the room clean and organized, creating lesson plans and activities that are appropriate for the age of the children and lastly create a warm and friendly environment for the children as well as the parents.

May 2015 - Feb 2019

Cashier/Sales Associate

Gap Inc./Old Navy

Dayton Area, Ohio

Job responsibilities include: cashier, sales floor which is entitled to folding clothes, helping customers find items and cleaning around the floors, and fitting room.

May 2014 - May 2015
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

MM Margaret Modi Margaret Modi Colleague at Edelman Financial Engines Mechanicsville, Virginia, United States, United States View → AH Amy Howe Ost Amy Howe Ost Colleague at Edelman Financial Engines Greater Chicago Area, United States View → SR Susanna Robarge Susanna Robarge Colleague at Edelman Financial Engines Washington DC-Baltimore Area, United States View → JJ Jitendra Jagtap Jitendra Jagtap Colleague at Edelman Financial Engines Pune/Pimpri-Chinchwad Area, India View → LK Lisa Kulon, Mba, Pmp Lisa Kulon, Mba, Pmp Colleague at Edelman Financial Engines Greater Phoenix Area, United States View → ZB Zachary Boston Zachary Boston Colleague at Edelman Financial Engines Newport Beach, California, United States, United States View → BE Bobby Emmett Bobby Emmett Colleague at Edelman Financial Engines Davenport, Iowa, United States, United States View → RL Rob Lesher Rob Lesher Colleague at Edelman Financial Engines Fairfax, Virginia, United States, United States View → J( James (Jamie) Cook James (Jamie) Cook Colleague at Edelman Financial Engines Greater Phoenix Area, United States View → KH Kathy Harder Kathy Harder Colleague at Edelman Financial Engines Chesterfield, Missouri, United States, United States View →
3 education records

Sara P. education

Bachelor'S Degree, Integrative Studies, 2.9

Miami University-Middletown

Integrated studies major with concentrations in organizational leadership and applied sociology. Thematic sequence in Media and culture.

Bachelor'S Degree, Marketing

University Of Toledo

Lambda Kappa Sigma fundraising chair Pre Professional Organization member Blue and gold scholarship recipient

Education record

Springboro High School

Cheerleading-side line and competition Post secondary education at Miami Middletown 3.36 GPA

FAQ

Frequently asked questions about Sara P.

Quick answers generated from the profile data available on this page.

What company does Sara P. work for?

Sara P. works for Edelman Financial Engines.

What is Sara P.'s role at Edelman Financial Engines?

Sara P. is listed as Client Service Associate at Edelman Financial Engines at Edelman Financial Engines.

Where is Sara P. based?

Sara P. is based in Dayton Metropolitan Area, United States, United States while working with Edelman Financial Engines.

What companies has Sara P. worked for?

Sara P. has worked for Edelman Financial Engines, Wells Fargo, Explorations Child Enrichment Center, and Gap Inc./Old Navy.

Who are Sara P.'s colleagues at Edelman Financial Engines?

Sara P.'s colleagues at Edelman Financial Engines include Margaret Modi, Amy Howe Ost, Susanna Robarge, Jitendra Jagtap, and Lisa Kulon, Mba, Pmp.

How can I contact Sara P.?

You can use AeroLeads to view verified contact signals for Sara P. at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Sara P. attend?

Sara P. holds Bachelor'S Degree, Integrative Studies, 2.9 from Miami University-Middletown.

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