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Sara Shusterman Email & Phone Number

Senior Wealth Planning Strategist at BMO Wealth Management - U.S.
Location: Chicago, Illinois, United States 14 work roles 4 schools
1 work email found @faegredrinker.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Role
Senior Wealth Planning Strategist
Location
Chicago, Illinois, United States

Who is Sara Shusterman? Overview

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Quick answer

Sara Shusterman is listed as Senior Wealth Planning Strategist at BMO Wealth Management - U.S., based in Chicago, Illinois, United States. AeroLeads shows a work email signal at faegredrinker.com and a matched LinkedIn profile for Sara Shusterman.

Sara Shusterman previously worked as Associate at Faegre Drinker and Associate at Kirkland & Ellis. Sara Shusterman holds Doctor Of Law (J.D.) from The University Of Texas School Of Law.

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Email format at BMO Wealth Management - U.S.

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*@faegredrinker.com
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Profile bio

About Sara Shusterman

Sara Shusterman is a Senior Wealth Planning Strategist at BMO Wealth Management - U.S.. She possess expertise in public speaking, critical thinking, legal writing, customer service, social media and 8 more skills. She is proficient in French.

Listed skills include Public Speaking, Critical Thinking, Legal Writing, Customer Service, and 9 others.

Current workplace

Sara Shusterman's current company

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BMO Wealth Management - U.S.
Bmo Wealth Management - U.S.
Senior Wealth Planning Strategist
AeroLeads page
14 roles

Sara Shusterman work experience

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

Associate

Chicago, Illinois, Us

I worked in the Trusts and Estates group drafting and implementing estate planning instruments and family business agreements for high-net-worth individuals and families. I implemented tax efficient transfers, including gifting of carried interests and other hard-to-value or hard-to-transfer assets.I researched tax consequences of complex transfers (e.g. application of Section 2702 special valuation rule). I researched and advised on retirement planning and beneficiary designations as a result of the SECURE Act.I counseled client-businesses on the creation and administration of disaster relief programs and corporate foundations.

Jul 2019 - Aug 2020

Associate

Philadelphia, Pa, Us

I worked in the Private Client Group with individual clients and tax exempt entities. I drafted various estate planning instruments, including wills, trusts, durable powers of attorney and advanced directives for health care. I also implemented various tax-efficient transfers.I drafted formation documents and provided administrative counsel for various tax exempt entities, including private foundations, private operating foundations, and public charities.

Sep 2016 - Jul 2019

Legal Intern

Center For Women In Law

Coordinated the drafting and submission of a consortium's public letter to a government agency during the proposed rule making comment period. Supported the Center for Women in Law in planning and executing the 2015 Women in Power Summit.Worked as a teaching assistant for the Women in Law Reading Group class.

Jun 2014 - May 2016

Representative

New York, Ny, Us

Representative of Kaplan at The University of Texas School of Law. Helped students make informed decisions about the MPRE and Bar Classes.

Oct 2013 - May 2016

Judicial Extern

Federal District Court For The Northern District Of Illinois

Researched a variety of civil and criminal legal issues and drafted bench memoranda. Observed daily courtroom proceedings, trials, settlement conferences, and 7th Circuit appellate oral arguments.

May 2014 - Aug 2014

Sales Lead

New York, Ny, Us

Managed a team of sales associates to meet or exceed daily sales goals while providing upper level customer service.

Jan 2013 - Aug 2013

Account Coordinator, Project Manager

Highland Park, Il, Us

Drafted an employee handbook.Maintained daily external communications with clients and internally managed client timelines and deliverables.Assisted with drafting scopes of works and proposals. Monitored government and corporate websites for RFPs. Maintained government diversity certifications.

Jul 2012 - Dec 2012

Server & Barista

The Happy Cappuccino

Cashier and preparer of specialty beverages at a locally owned coffee shop.

Apr 2012 - Jun 2012

Intern

Highland Park, Il, Us

Worked with the account and project management team at a small advertising agency in Chicago.

Jun 2011 - Dec 2011

Research Assistant

Schenectady, Ny, Us

Worked with a professor in the computer science department to conceptualize and create a computer program designed for use with children on the autism spectrum. I then helped run the one month clinical trial to test the effectiveness of the program prototype.

Jun 2010 - Sep 2010

Skating Instructor

Highland Park, Il, Us

Worked as an on-ice figure skating and ice hockey instructor, providing group and private lessons to children aged 2-14. I also assisted with planning and supervision of birthday parties, ice shows and other events held at Centennial Ice Arena.

Sep 2005 - Jun 2009
4 education records

Sara Shusterman education

Doctor Of Law (J.D.)

The University Of Texas School Of Law

Master Of Laws - Llm, Tax Law/Taxation

Washington University In St. Louis

Bachelor'S Degree, Modern Language: Spanish And French

Union College

Education record

Highland Park High School
FAQ

Frequently asked questions about Sara Shusterman

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

What company does Sara Shusterman work for?

Sara Shusterman works for BMO Wealth Management - U.S..

What is Sara Shusterman's role at BMO Wealth Management - U.S.?

Sara Shusterman is listed as Senior Wealth Planning Strategist at BMO Wealth Management - U.S..

What is Sara Shusterman's email address?

AeroLeads has found 1 work email signal at @faegredrinker.com for Sara Shusterman at BMO Wealth Management - U.S..

Where is Sara Shusterman based?

Sara Shusterman is based in Chicago, Illinois, United States while working with BMO Wealth Management - U.S..

What companies has Sara Shusterman worked for?

Sara Shusterman has worked for Bmo Wealth Management - U.S., Faegre Drinker, Kirkland & Ellis, Drinker Biddle & Reath Llp, and Center For Women In Law.

How can I contact Sara Shusterman?

You can use AeroLeads to view verified contact signals for Sara Shusterman at BMO Wealth Management - U.S., including work email, phone, and LinkedIn data when available.

What schools did Sara Shusterman attend?

Sara Shusterman holds Doctor Of Law (J.D.) from The University Of Texas School Of Law.

What skills is Sara Shusterman known for?

Sara Shusterman is listed with skills including Public Speaking, Critical Thinking, Legal Writing, Customer Service, Social Media, Microsoft Office, Sales, and Management.

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