Sarah Meacham

Sarah Meacham Email and Phone Number

Senior Director, Investment Services @ PTMA Financial Solutions
Los Angeles, CA, US
Sarah Meacham's Location
Los Angeles, California, United States, United States
Sarah Meacham's Contact Details
About Sarah Meacham

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."

Sarah Meacham's Current Company Details
PTMA Financial Solutions

Ptma Financial Solutions

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Senior Director, Investment Services
Los Angeles, CA, US
Sarah Meacham Work Experience Details
  • Ptma Financial Solutions
    Senior Director, Investment Services
    Ptma Financial Solutions
    Los Angeles, Ca, Us
  • Squeeze Massage
    Operating Partner
    Squeeze Massage Jan 2023 - Present
    Studio City, California, Us
    A way better massage experience!
  • Pfm Asset Management Llc
    Managing Director
    Pfm Asset Management Llc Feb 2017 - Dec 2023
    Harrisburg, 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
  • Pfm Asset Management
    Director
    Pfm Asset Management Sep 2013 - Jan 2017
    Philadelphia, 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
  • Pfm Asset Management
    Senior Managing Consultant
    Pfm Asset Management Sep 2010 - Aug 2013
    Philadelphia, Pa, Us
  • Pfm Asset Management
    Analyst
    Pfm Asset Management Jun 2005 - Aug 2010
    Philadelphia, Pa, Us
  • Merrill Lynch
    Intern
    Merrill Lynch Jul 2004 - Jan 2005
    New York, Ny, Us
    -Assisted with business development efforts-Researched prospects-Research investments for clients-Prepared materials for client meetings

Sarah Meacham Skills

Fixed Income Financial Modeling Investments Financial Analysis Program Management Research Project Management Business Strategy Microsoft Excel Powerpoint Public Finance Nonprofits Economics Investment Advisory Government Management Business Development Bonds Bloomberg Crm Policy Public Speaking Microsoft Powerpoint

Sarah Meacham Education Details

  • Smith College
    Smith College
    Economics And Mathematics
  • The London School Of Economics And Political Science (Lse)
    The London School Of Economics And Political Science (Lse)
    General Course (Study Abroad Program)
  • Delaware Valley High School
    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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