Sarah Shaw, Mba, Cfp® Email and Phone Number
Sarah Shaw, Mba, Cfp® work email
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Sarah Shaw, Mba, Cfp® personal email
Sarah Shaw, Mba, Cfp® is a Content Manager at Workspace Solutions at Workspace Solutions. She possess expertise in leadership, customer service, investment strategies, portfolio management, public speaking and 4 more skills.
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Content ManagerWorkspace Solutions Jun 2021 - PresentCharlotte, North Carolina, United StatesManages content strategy including uncovering valuable article topics, conducting keyword research, and writing articles for multiple clients with an emphasis on financial services businesses.
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Mutual Fund TraderLpl Financial Nov 2019 - Mar 2021Placed accurate, timely trades for a wide array of advisors and clients. Maintained extensive knowledge of financial products, conducted research on mutual fund performance and makeup, and provided guidance to financial advisors about mutual fund products. -
Associate Financial AdvisorLpl Financial Aug 2018 - May 2019Fort Mill, South CarolinaDeveloped strategies for clients using insurance coverage, investment planning, and cash management to help them reach financial objectives
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Retirement SpecialistVanguard May 2017 - Aug 2018Charlotte, North Carolina AreaMaintained broad knowledge of IRS rules and regulations around inherited IRA, SIMPLE IRA, SEP IRA, 403(b), and individual 401k plans. Relayed that knowledge in simple terms that resonated with clients. -
Personal Investment SpecialistVanguard Jun 2016 - May 2017Charlotte, North Carolina AreaProvided personalized investment guidance, fostered successful client relationships, and worked to improve the customer experience.
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Marketing Coordinator- The Ed Butler TeamMovement Mortgage, Llc Aug 2015 - Mar 2016Fort Mill, ScCreated and managed drip marketing campaigns, custom marketing materials, and email marketing strategy. -
Grant Writing InternWinthrop University Aug 2015 - Dec 2015Rock Hill, ScWrote two successful grants. Created custom marketing materials for grant-funded events. -
Marketing AssociateSource Technologies Aug 2013 - Aug 2015Charlotte, North Carolina AreaWrote website content, collateral, user manuals, and more. Managed email and social media marketing campaigns. -
WaitressSavannah'S Tea Room Mar 2013 - Aug 2014Developed standardized training procedures and mentored new employees. Implemented successful email marketing strategy.
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NannyFort Mill, Sc Aug 2011 - Aug 2012
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CashierThe Peach Stand May 2011 - Sep 2011
Sarah Shaw, Mba, Cfp® Skills
Sarah Shaw, Mba, Cfp® Education Details
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Business Administration And Management, General
Frequently Asked Questions about Sarah Shaw, Mba, Cfp®
What company does Sarah Shaw, Mba, Cfp® work for?
Sarah Shaw, Mba, Cfp® works for Workspace Solutions
What is Sarah Shaw, Mba, Cfp®'s role at the current company?
Sarah Shaw, Mba, Cfp®'s current role is Content Manager at Workspace Solutions.
What is Sarah Shaw, Mba, Cfp®'s email address?
Sarah Shaw, Mba, Cfp®'s email address is sa****@****lpl.com
What schools did Sarah Shaw, Mba, Cfp® attend?
Sarah Shaw, Mba, Cfp® attended Winthrop University, Winthrop University.
What skills is Sarah Shaw, Mba, Cfp® known for?
Sarah Shaw, Mba, Cfp® has skills like Leadership, Customer Service, Investment Strategies, Portfolio Management, Public Speaking, Research, Social Media Marketing, Time Management, Technology.
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