Sarah Meacham Email and Phone Number
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Sarah Meacham is a Senior Director, Investment Services at PTMA Financial Solutions. She possess expertise in fixed income, financial modeling, investments, financial analysis, program management and 18 more skills. Colleagues describe her as "Sarah is a strong worker, very intelligent, kn owledgeable and passionate about her work, and a true professional. PFM is lucky to have her, and I enjolyed working with her on many client cases where she was a great collaborator."
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Senior Director, Investment ServicesPtma Financial SolutionsLos Angeles, Ca, Us -
Operating PartnerSqueeze Massage Jan 2023 - PresentStudio City, California, UsA way better massage experience! -
Managing DirectorPfm Asset Management Llc Feb 2017 - Dec 2023Harrisburg, Pennsylvania, Us-Co-Head of PFM Asset Management (PFMAM) California investment management practice-Managed a sales team responsible for growing assets under management (AUM)-Led and developed a high-performing sales and relationship management team-Business development and sales leadership focused on strong, sustainable pipelines and a high-level of client retention and use of services-Established industry educator and presenter -
DirectorPfm Asset Management Sep 2013 - Jan 2017Philadelphia, Pa, Us-Responsible for managing and developing client relationships with public agency clients-Help cities, counties, special districts and self insurance authorities with their investment needs-Provide range of investment advisory and consulting services-Developing investment policies-Monitoring guidelines and strategy implementation-Speak at investment seminars, workshops, and conferences held by statewide associations-Provide technical and analytical support to clients for their investment portfolios -
Senior Managing ConsultantPfm Asset Management Sep 2010 - Aug 2013Philadelphia, Pa, Us -
AnalystPfm Asset Management Jun 2005 - Aug 2010Philadelphia, Pa, Us -
InternMerrill Lynch Jul 2004 - Jan 2005New York, Ny, Us-Assisted with business development efforts-Researched prospects-Research investments for clients-Prepared materials for client meetings
Sarah Meacham Skills
Sarah Meacham Education Details
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Smith CollegeEconomics And Mathematics -
The London School Of Economics And Political Science (Lse)General Course (Study Abroad Program) -
Delaware Valley High School
Frequently Asked Questions about Sarah Meacham
What company does Sarah Meacham work for?
Sarah Meacham works for Ptma Financial Solutions
What is Sarah Meacham's role at the current company?
Sarah Meacham's current role is Senior Director, Investment Services.
What is Sarah Meacham's email address?
Sarah Meacham's email address is me****@****pfm.com
What is Sarah Meacham's direct phone number?
Sarah Meacham's direct phone number is +171757*****
What schools did Sarah Meacham attend?
Sarah Meacham attended Smith College, The London School Of Economics And Political Science (Lse), Delaware Valley High School.
What skills is Sarah Meacham known for?
Sarah Meacham has skills like Fixed Income, Financial Modeling, Investments, Financial Analysis, Program Management, Research, Project Management, Business Strategy, Microsoft Excel, Powerpoint, Public Finance, Nonprofits.
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