Sarah Thorpe

Sarah Thorpe Email and Phone Number

Trust Advisor at Northern Trust Wealth Management @ Northern Trust Wealth Management
chicago, illinois, united states
Sarah Thorpe's Location
Greater Chicago Area, United States
Sarah Thorpe's Contact Details

Sarah Thorpe personal email

n/a
About Sarah Thorpe

A proven wealth management professional with over twenty years experience serving high net worth individuals, their families and their businesses. Committed to maintaining high integrity, earning the trust of our clients, the respect of my colleagues and continuing to broaden my knowledge base and experience to better serve our clients.

Sarah Thorpe's Current Company Details
Northern Trust Wealth Management

Northern Trust Wealth Management

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Trust Advisor at Northern Trust Wealth Management
chicago, illinois, united states
Employees:
614
Sarah Thorpe Work Experience Details
  • Northern Trust Wealth Management
    Senior Relationship Advisor
    Northern Trust Wealth Management Jun 2019 - Present
    As a Trust Advisor, Sarah administers a large portfolio of complex fiduciary and investment accounts for ultra high net worth individuals and families. She also works directly with investment management clients to advise on and implement comprehensive estate plans, including planning for inherited wealth, charitable strategies, preparing for retirement, educating successive generations about family wealth, and coordinating liquidity events.
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  • Northern Trust Wealth Management
    Senior Account Manager
    Northern Trust Wealth Management Apr 2013 - Jun 2019
    Greater Chicago Area
    In her role as Senior Fiduciary Account Manager with The Northern Trust Company, Sarah administered a large portfolio of complex fiduciary and investment accounts for ultra high net worth individuals and families. Applying her knowledge of fiduciary standards, applicable trust and tax laws, and current regulatory guidelines, she collaborated with her colleagues in addressing a broad range of financial administration and operational issues for clients.
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  • Northern Trust Wealth Management
    Private Client Advisory Rm
    Northern Trust Wealth Management Feb 2010 - Apr 2013
    Greater Chicago Area
    Focused on the delivery of high quality private banking services, Sarah served as a member of the new business development arm of a personal financial services team. In her role, she partnered with an Investment Consultant and team members from other financial disciplines to manage, enhance and broaden existing relationships and win and develop new relationships.
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  • Northern Trust Wealth Management
    Personal Banker
    Northern Trust Wealth Management Jan 2003 - Feb 2010
    Chicago, Il
    Delivered financial services to existing clients of the bank with a focus on exemplary service and owning the client experience. Responded to client requests for information and resolved complex client inquiries. Actively profiled prospects and clients and referred them to the appropriate resources. Consistently identified opportunities to add value and enhance relationships according to clients' expressed and anticipated needs.
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  • Northern Trust Wealth Management
    Team Leader, Teller Services
    Northern Trust Wealth Management Mar 2000 - Jan 2003
    Greater Chicago Area
    Managed the performance of a team of bank tellers focused on unrivalled client service and loss prevention. Participated in employee hiring and conducted teller training.
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Sarah Thorpe Skills

Financial Services Wealth Management Banking Financial Advisory Risk Management Leadership New Business Development Management Credit Relationship Management Team Leadership High Net Worth Individuals Entrepreneurship Strategic Financial Planning Trusts

Sarah Thorpe Education Details

Frequently Asked Questions about Sarah Thorpe

What company does Sarah Thorpe work for?

Sarah Thorpe works for Northern Trust Wealth Management

What is Sarah Thorpe's role at the current company?

Sarah Thorpe's current role is Trust Advisor at Northern Trust Wealth Management.

What is Sarah Thorpe's email address?

Sarah Thorpe's email address is th****@****trs.com

What schools did Sarah Thorpe attend?

Sarah Thorpe attended The University Of Kansas.

What are some of Sarah Thorpe's interests?

Sarah Thorpe has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Human Rights, Arts And Culture, Health.

What skills is Sarah Thorpe known for?

Sarah Thorpe has skills like Financial Services, Wealth Management, Banking, Financial Advisory, Risk Management, Leadership, New Business Development, Management, Credit, Relationship Management, Team Leadership, High Net Worth Individuals.

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