Sarah Quinn Email and Phone Number
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Sarah Quinn personal email
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Sarah works closely with financial advisors to understand their unique business goals and provide consultative guidance on Commonwealth's fee-based advisory platform. In addition, she oversees investment product marketing and business development efforts, while proactively identifying opportunities to enhance the adoption of Commonwealth's managed accounts. Sarah graduated from Elon University with a bachelor’s degree in Marketing and a minor in Finance. She holds FINRA Series 7 and 66 securities registrations.Commonwealth Financial Network®, Member www.finra.org / www.sipc.org. Please review our Terms of Use: www.commonwealth.com/termsofuse.html. Opinions expressed on this page are personal and do not represent Commonwealth Financial Network®
Commonwealth Financial Network
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Director, Advisory SolutionsCommonwealth Financial Network Apr 2024 - Present
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Platform Manager, Investment Management And ResearchCommonwealth Financial Network Jun 2022 - Apr 2024Waltham, Massachusetts, United States
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Investment Management AnalystCommonwealth Financial Network Mar 2020 - Jun 2022Waltham, Massachusetts, United StatesAs an investment management analyst, I provide platform-based support on Commonwealth’s discretionary model portfolio platform, Preferred Portfolio Services (PPS) Select. I respond to advisors' investment research inquires, help strategically evolve the platform, and am heavily involved in our ESG and sustainable investing resource development.
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Wealth Management ConsultantCommonwealth Financial Network Jun 2019 - Jul 2020Greater Boston AreaAs a wealth management platform consultant, I scoped, managed, and communicated wealth management initiatives cross-departmentally. I looked for opportunities to streamline processes and increase efficiencies, all with an emphasis on the user experience for advisors and their clients.
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Wealth Management Platform AssociateCommonwealth Financial Network Jun 2018 - Jun 2019Waltham, MassachusettsAs wealth management platform associate, I focus on planning, organizing, and executing wealth management initiatives across the department and the firm. I work with our internal partners to streamline processes, create and update collateral, and communicate new program launches, all while identifying areas of opportunity to enhance the advisor-client experience. Teams I work primarily with include: Investment Management & Research, Investment Consulting, Annuity Research, Advanced Planning… Show more As wealth management platform associate, I focus on planning, organizing, and executing wealth management initiatives across the department and the firm. I work with our internal partners to streamline processes, create and update collateral, and communicate new program launches, all while identifying areas of opportunity to enhance the advisor-client experience. Teams I work primarily with include: Investment Management & Research, Investment Consulting, Annuity Research, Advanced Planning, and RIA Services. Show less
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Marketing CoordinatorCommonwealth Financial Network Jun 2016 - Jun 2018Waltham, MaIn this role, I supported the marketing management team to deliver indispensable customer service to all internal departments by coordinating internal processes and working with the creative teams to produce marketing collateral. I primarily supported the Wealth Management teams by executing a variety of advisor and client communications. I demonstrated strong project management skills and consistently met deadlines.
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Advisor Marketing InternCommonwealth Financial Network May 2015 - Jan 2016Waltham, MaIn this role, I supported the Advisor Marketing team with creating and updating client-facing materials, as well as handling social media initiatives.
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Data EntryElon Admissions Sep 2013 - Dec 2015Elon University, North CarolinaAs a data entry assistant, I helped sort and process any applicant information received by utilizing our SLATE database. I also helped prepare and organize materials for upcoming events.
Sarah Quinn Skills
Sarah Quinn Education Details
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Marketing And Finance -
Accademia Europea Di Firenze
Frequently Asked Questions about Sarah Quinn
What company does Sarah Quinn work for?
Sarah Quinn works for Commonwealth Financial Network
What is Sarah Quinn's role at the current company?
Sarah Quinn's current role is Director, Advisory Solutions.
What is Sarah Quinn's email address?
Sarah Quinn's email address is sh****@****lon.edu
What is Sarah Quinn's direct phone number?
Sarah Quinn's direct phone number is +133658*****
What schools did Sarah Quinn attend?
Sarah Quinn attended Elon University - Martha And Spencer Love School Of Business, Accademia Europea Di Firenze.
What skills is Sarah Quinn known for?
Sarah Quinn has skills like Social Media, Powerpoint, Social Networking, Facebook, Microsoft Office, Microsoft Word, Social Media Marketing, Microsoft Excel, Teamwork, Leadership, Creative Problem Solving, Event Planning.
Who are Sarah Quinn's colleagues?
Sarah Quinn's colleagues are Dave Youngwirth, Brian Brelinsky, Cpwa®, Fabriccio Salvador Loffredo Abad, Sabreena Berger M.ed, Randy Stegall, Patricia Macias, Jason Hofmann.
Not the Sarah Quinn you were looking for?
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Sarah Peters
Greensboro--Winston-Salem--High Point Area -
Sarah Quinn
Associate Vice President And Chief Of Staff At Saint Joseph'S UniversityDrexel Hill, Pa1sju.edu -
Sarah Quinn
San Francisco, Ca -
Sarah Quinn
Chicago, Il7telusinternational.com, purchasingpower.com, aquent.com, qualfon.com, childhoodfirst.org.uk, oneaccordcorp.com, continuumgbl.com2 +170873XXXXX
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Sarah Quinn
Chief Executive Officer At Midwest Commercial Services With Expertise In Commercial Maintenance And Contracting.Dayton, Oh
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