Sarah M. Email & Phone Number

Austin, Tx, Us

Austin Private Wealth is an independent, fee-only registered investment advisory firm, focused on helping our clients prepare for a life of personal and financial growth. It’s our nature to build deep, trusting relationships. We take the time to truly understand your priorities and goals, providing professional insights and a global perspective on the things that matter most to you. As an SEC Registered Investment Advisor, we are legally bound to act as your fiduciary, but it is important to note that our personal character and professional ethics drive us more than our legal mandates do. Being fee-only means that our compensation comes solely from our clients – no commissions or third-party compensation, ever. The diversity of our team and our practice allows us to clearly assess and address issues you may not have even thought of or been able to see. We offer truly personalized advice drawing on the experience of our different team members. We are global citizens and life-long learners who embrace the journey together with our clients, through everything life brings. This belief is truly part of the Austin spirit, and it is why we are proud to be Austin Private Wealth.Learn more at www.AustinPrivateWealth.com.

Manage workflow, provide onboarding and growth training, review/coach 5 full- and 2 part-time staff--receptionist, client service managers, scheduler, planning specialists, and misc. support personnel, such as building maintenance, technology, and third-party training support. Address complicated issues that arise from advisor team. Provide assurance to customers in times of stress. Advocate for customers, advisors, and staff to address all issues that arise in the workplace.• To transition team from a reactive to proactive workflow, redesigned workflows resulting in improved productivity and compliance adherence at all levels, reduced team frustration, and improved job satisfaction for staff.• Merged 2 teams while moving to a new office without losing any headcount and improved job satisfaction through listening to and addressing concerns, training and increasing responsibilities, and shifting from reactive workflow to proactive.• Completed compliance paperwork to move office, transition to a private wealth advisory practice, and developed plan and processes to transition acquisition of clients from three practices.

Developed and maintained relationships with customers, conducted follow-up requests for information, and researched client requests. Ensured customers and advisors properly followed FINRA-compliant paperwork and processes. Checked all client financial, legal, and account forms for accuracy. Helped plan events and managed advertising and marketing materials. Routinely responsible for day-to-day FINRA and SEC compliance adherence and produced scheduled compliance reports.• Supported acquisition of practice and managed customer relationships through transition. • On boarded, trained, and managed a full-time advisor and two part-time employees. Managed remote employee in Corporate office.

Stocked and managed inventory for 10 vending machines in the Austin area. Planned deliveries and verified shipment accuracy.• Proactively assisted school administrators with compliance audits with Federal subsidy regulations.• Optimized machine contents to buying behavior by location to increase weekly sales significantly.

Conducted all customer service, primarily with residential contractors. Processed phone/fax orders for custom millwork jobs, communicated between contractors and mill shop, entered work orders and door manufacturing data, organized deliveries, conducted/managed inventory, and processed invoices. Maintained site computers and network.• Pre-configured all known door options as stored database records to reduce processing time of new orders by > 95%.

San Jose, Ca, Us

Designed, coded, tested, and deployed Windows NT 4.0/Windows 2000 applications in C/C++ as part of a large multi-site, team-based development project. Developed MFC and STL-based user interfaces for proprietary object-oriented database using C/C++ APIs, help systems for use with WinHelp and HTMLHelp-based compilers, knowledge representation diagrams for database schemas, Cisco router emulation software, and Sockets-based notification system. Developed and maintained internal website. Developed unit test software. Documented code using inline comments.• To overcome training constraints and to create visualization tool of the intelligent connections within an expert systems data store, self-taught C/C++ and STL and MFC APIs. This tool enabled developers to quickly troubleshoot and verify the accuracy of persistent data resulting in improved upgrade/downgrade procedures and fewer data inconsistencies in 3-tier network security application. • Designed/coded automated error reporting and notifications tools for on-demand, nightly, and weekly builds, which improved code check-in/unit test practices, reduced broken build down time, and improved team-wide communications. Used internally until the development team disbanded in 2004.

Normal, Il, Us

Oversaw 30-40 female residents at all times. Designed, Planned, coordinated, and facilitated hall activities, enforced policies, supervised 400 residents in 24 hour shifts, worked closely with building workers and residence hall staff to provide a quality living experience, and responded to emergency situations in the building.

Chicago, Illinois, Us

Promoted from crewmember, to opener/closer, to crew trainer. Responsible for full range of fast food crew duties, including register, food prep, cleaning, drive through, dish washing, and training new crew members.