Sarah Corbi Email and Phone Number

• Cultivate and maintain robust partnerships with OCIO and PCA Taxable Fixed Income clients throughout Texas, ensuring exceptional service delivery and client satisfaction• Manage portfolios in line with fiduciary standards and client objectives, ensuring optimal asset allocation• Collaborate with clients to determine customized asset allocation strategies based on their needs and constraints• Drive new business development efforts across diverse sectors, including non-profits and public funds

• Monitor portfolio positions and risk exposures to ensure that the accounts follow the client IPS guidelines• Assist in cash flow management by tracking daily cash in our insurance, specialized, and custom cash portfolios• Manage & maintain portfolio data for monthly & quarterly client review books that get distributed to all clients• Respond to data/strategic requests from Portfolio Managers: KRD exposures, performance, attribution, and trades• Maintain client documents (IPS/IMA, Customization Forms) to ensure they are within PCA compliance

- Research and analyze current prospects and clients publicly available information including but not limited to 5500's, 10K/Q's, and current news reports- Create monthly and quarterly investment review books that contain portfolio characteristics, investment performance, quality distribution, investment allocation, and if needed, custom reporting such as historical performance charts using Excel, Powerpoint, and internal datasources- Lead analyst in client service and relationship management with PNC Capital Advisors, PNC's taxable fixed income group- Maintain client information documents and custom economic charts- Analyze portfolio returns and characteristics on a consistent basis- Mentor other young professionals in the internship and analyst program- Active member in the Diversity, Equity & Inclusion committee with a focus in employee education

- Shadowed five different Wealth Management Advisor roles in six weeks to get an in-depth perspective of the PNC team dynamic and the individual roles’ responsibility to prepare for a mock client meeting at the end of the six weeks - Collaborated with five interns in different roles for an optional project and was tasked to propose a new product to PNC to help college students become financially savvy adults: proposed an AI system that curated personal financial plans for college students and helped PNC retain customers for the long-term - Trained in customer relationship management and financial tools such as Edge (through salesforce) and Wealth Engine to process and understand a client’s full financial picture - Active member in five Employee Business Resource Groups: Proud (LGBTQ+), Prep (PNC Recognizing Emerging Professionals), Women’s Connect, Multicultural, and the Intern group to increase my diversity awareness and learn more about how to be an active employee in encouraging diversity and inclusion

- Corresponded with organizations to sell and market Jolyn at events such as CrossFit competitions, open water competitions, swim meets, and lifeguarding events - Managed and tracked over $40,000 of products by taking inventory and placing orders for new products - Sold over $150,000 of products over the course of six months in Georgia, South Carolina, North Carolina, and Virginia - Maintained a record of sales and inventory in excel in order to track trends and manage inventory - Promoted Jolyn on social media to increase brand awareness and presence at trunk shows

- Assessed skill levels for over 200 children and designed strategic individual plans in order to build their swimming skills and followed through with weekly lessons over the course of an extended time period - Consulted children from 6 months old to 20 years old in the development of swimming skills in order to establish confidence and safety in the water for both parents/guardians and children

- Communicated with all levels of employees in order to ensure that the restaurant was being properly seated in order to avoid over-seating the floor and an overflow of the kitchen - Created personal connections with coworkers, managers, and guests of the restaurant to ensure a positive experience for everyone

- Formulated appropriate swim workouts for higher level swimmers which increased their performance in and out of the water by teaching them skills necessary for long-term success - Established a strong relationship with the swimmers and their parents that was built on trust, mentoring, and leadership

- Enforced rules and maintained the pools cleanliness which includes balancing the chemicals, cleaning bathrooms, and keeping the pool water clean - Scheduled and trained employees for proper pool management which led to effective employees running the pool

- Created a series to successfully teach children how to swim with proper technique and gain confidence necessary for appropriate water safety - Taught children who ranged in age, skill level, mental and physical capabilities how to swim and developed their skills