Sara Dicamillo Ferrell

Sara Dicamillo Ferrell Email and Phone Number

Client Services Director @ Strategic Financial Services Houston
Houston, TX, US
Sara Dicamillo Ferrell's Location
Houston, Texas, United States, United States
Sara Dicamillo Ferrell's Contact Details

Sara Dicamillo Ferrell work email

Sara Dicamillo Ferrell personal email

n/a
About Sara Dicamillo Ferrell

Registered financial professional with fourteen years of experience in marketing, sales and client relationship management for wealth management firms.

Sara Dicamillo Ferrell's Current Company Details
Strategic Financial Services Houston

Strategic Financial Services Houston

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Client Services Director
Houston, TX, US
Website:
wealthpartnersalliance.com
Employees:
12
Sara Dicamillo Ferrell Work Experience Details
  • Strategic Financial Services Houston
    Client Services Director
    Strategic Financial Services Houston
    Houston, Tx, Us
    View
  • Wealth Partners Alliance
    Registered Client Service Associate
    Wealth Partners Alliance Jan 2022 - Present
    Houston, Texas, United States
    View
  • Wells Fargo Advisors
    Registered Client Associate
    Wells Fargo Advisors Aug 2021 - Jan 2022
    I joined The Glasscock Group at Wells Fargo Advisors. The entire team left Wells Fargo Advisors in January of 2022 and joined Wealth Partners Alliance.
    View
  • Morgan Stanley
    Registered Associate
    Morgan Stanley Jan 2020 - Aug 2021
    Houston, Texas, United States
    I worked for a team of two financial advisors with $800 million AUM. My primary responsibilities included client experience and outreach, portfolio trading, gifting, segmentation and managing our business development process.
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  • Invesco Us
    Investment Solutions Advisory Team Associate
    Invesco Us Sep 2019 - Jan 2020
    Houston, Texas
    View
  • Invesco Us
    Product Marketer
    Invesco Us Dec 2016 - May 2019
    Houston, Texas Area
    -Partnered with various investment teams to create engaging content for print, digital, email, presentation, video and webinars to promote investment products and thought leadership.-Served as key contact for complex with $70B AUM.-Created value proposition language and branding for new advisory team.
    View
  • Invesco Us
    Internal Sales Consultant
    Invesco Us Aug 2012 - Dec 2016
    Houston, Texas Area
    -Utilized consultative selling skills to align investment products (mutual funds, SMAs, UITs, ETFs and CEFs) to financial advisor's client needs.-Produced new territory sales of $500 million annually.-Conducted portfolio and product level analysis, including competitive landscape research using Morningstar and Zephyr reports.
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  • Invesco Us
    Chairmans Council Senior Representative
    Invesco Us Aug 2010 - Aug 2012
    Houston, Texas Area
    -Served as key client services contact for financial advisors with high AUM.-Processed retirement trades on client accounts.
    View

Sara Dicamillo Ferrell Skills

Mutual Funds Series 7 Series 63 Alternative Investments Asset Allocation Investments Asset Management Separately Managed Accounts Series 6 Fixed Income Investment Strategies Equities Securities Wealth Management 401k Investment Advisory Customer Service 401 Retirement Savings Plans Securities Regulation Product Marketing Marketing Strategy Competitive Analysis Digital Marketing Content Management Sales Marketing Online Marketing Email Marketing Strategic Planning Business To Business Customer Relationship Management Project Management Project Planning Salesforce.com Microsoft Office Salesforce Marketing Cloud Customer Journey Mapping Zephyr Style Advisor Morningstar Webinar Management Cross Functional Coordination Product Positioning

Sara Dicamillo Ferrell Education Details

Frequently Asked Questions about Sara Dicamillo Ferrell

What company does Sara Dicamillo Ferrell work for?

Sara Dicamillo Ferrell works for Strategic Financial Services Houston

What is Sara Dicamillo Ferrell's role at the current company?

Sara Dicamillo Ferrell's current role is Client Services Director.

What is Sara Dicamillo Ferrell's email address?

Sara Dicamillo Ferrell's email address is sa****@****sco.com

What schools did Sara Dicamillo Ferrell attend?

Sara Dicamillo Ferrell attended University Of Houston-Downtown.

What skills is Sara Dicamillo Ferrell known for?

Sara Dicamillo Ferrell has skills like Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Investments, Asset Management, Separately Managed Accounts, Series 6, Fixed Income, Investment Strategies, Equities.

Who are Sara Dicamillo Ferrell's colleagues?

Sara Dicamillo Ferrell's colleagues are Jennifer Gaskin, Lindsay Heyman, John Saalfield, David Silva, Mandy Haskell, Cfp®, Cdfa®, Lora Hoff, Joshua Hoff.

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