Sarah Ogden Email & Phone Number

Dallas, TX, US

Dallas/Fort Worth Area

Recruited at the launch to head critical institutional sales marketing efforts, I planned multiple large and small events including deal/non-deal corporate roadshows, conferences, and an annual fundraising gala for a national nonprofit. My role entailed cultivating and sustaining high-quality, engaging relationships with professionals including C-suite.

Washington D.C. Metro Area

As Relationship Manager, I led client relationship management for a startup software development company with 10 large institutional clients, forging and maintaining existing and new relationships. I researched and targeted new clients and oversaw all marketing initiatives to grow the company by 10% YOY. I also coordinated availability of internal teams.

Greater Philadelphia Area

As an Investor Relations Associate, I cultivated lasting relationships with existing/potential fund investors. I worked with all levels of internal departments to ensure consistency and accuracy of investor communications. Key Contributions: ✓ Engaged a high volume of monthly investors including multi-billion and multi-million hedge-fund representatives.

Dallas/Fort Worth Area

Consulting with high-level leadership and management, I resolved investor questions, concerns, issues, observations, and market opportunities, including advising compliance teams on potential or actual conflicts of interest, complaints, or issues raised by investors for a $12B hedge fund. I maintained an advanced understanding of the firm’s investment.

Dallas-Fort Worth Metroplex

As Executive Assistant, I delivered confidential, professional and personal assistance to the Chairman and Chief Risk Officer (CRO) including calendar management, domestic and international travel arrangements, and personal and corporate events planning. I also bridged gaps in communication to settle team conflicts and drive consensus.

Greater Philadelphia Area

Presiding over branch operations, I exercised a high level of authority over branch operations. This entailed approving correspondence, fund disbursements, trades, and other items to comply with all firm and SEC regulations. I also maintained a thorough understanding of firm products, policies and procedures, and technology and oversaw inventory.

Houston, Texas, United States

In this role, I acted as key relationship manager for ultra-high-net-worth clients focusing on a high level of professional service and responsiveness while maintaining a strong understanding of client suitability and risk tolerance.Identified opportunities for financial planning products for clients

Dallas, Texas, United States

Bachelor Of Arts - Ba, History

Pursued The Master Of Architecture (Incomplete)

Education record