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Sarah Paley Email & Phone Number
Associate
at
New York Life Investment Management
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Sarah Paley? Overview
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Quick answer
Sarah Paley is listed as Associate at New York Life Investment Management, based in New York, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Sarah Paley.
Sarah Paley previously worked as Performance and Reporting Analyst at Oppenheimer & Co. Inc. and Business Execution Consultant at Wells Fargo. Sarah Paley holds Bachelor Of Science - Bs, Finance, General from University Of Maryland College Park.
Company email context
Email format at New York Life Investment Management
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{first}.{last}@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Sarah Paley. Compare company email patterns before reaching out.
Profile bio
About Sarah Paley
I am driven by a desire for knowledge. My goal is to learn something new every day. I love figuring out a data set I've never seen before, adding the latest software programs to my toolkit, or expanding my professional responsibilities with a new task. What I love even more? Learning a pre-existing process and critically problem-solving with stakeholders to build out a better one. Too slow? Let's speed it up. Too manual? Let's automate. Too clunky? Let's streamline.Outside of work, New York City is my playground for experiencing new things on a daily basis. I spend my weekends and evenings taking long walks around new neighborhoods, exploring subway lines I have yet to ride, and going to talks by some of the most interesting public figures out there.
Listed skills include Leadership, Teamwork, Data Analysis, Microsoft Excel, and 2 others.
Current workplace
Sarah Paley's current company
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New York Life Investment Management
Website
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6 roles
Sarah Paley work experience
A career timeline built from the work history available for this profile.
Performance And Reporting Analyst
• Build and maintain customized portfolio performance reporting for 40 financial advisors with $2.9 billion AUM on premium wealth management reporting tool Addepar• Liaise between financial advisors and performance team to design reporting functionality that meet the needs of ~700 high-profile and high-net worth clients• Uphold data integrity by developing and carrying out daily/weekly/monthly reconciliation exercises for 5+ internal and external systems• Execute company and client deliverables according to monthly and quarterly reporting schedules in Tableau, Excel and other internal reporting tools
Business Execution Consultant
• Build and maintain 30+ dynamic Tableau dashboards visualizing financial volumes, Voice of Customer (VoC) feedback and issue tracking/resolution• Own 8 financial metrics critical to Key Performance Indicators (KPI’s) which analyze 300+ credit decisions and 150,000+ transactions per month across all 30,000 Distribution Finance customers in North America• Prepare portfolio performance metrics and present summarized, data-based insights to portfolio leadership, internal risk management and collateral examination teams• Automate business initiatives by developing efficient, digital solutions that save at least 50% of time• Collaborate with cross-functional stakeholders to analyze operational risk events and perform root cause analysis, remediate errors and implement controls• Mentored 1 summer intern and 2 junior employees by helping them network throughout the bank, develop skills in Microsoft Excel/ Tableau and transition to a new work environment
May 2022 - Apr 2024
Early Talent Program Associate
• Designed 5+ strategic Customer Experience (CX) projects and modeled final data to quantify success• Analyzed 4 years of Net Promoter Score (NPS) data and built year-over-year outlook to pinpoint which customer segments give the highest and lowest scores• Segmented distribution lists for 2 crucial communications reaching all 35,000 global Distribution Finance customers across 3 continents and 6 industries• Led a diverse team of 5 through a 6-month long database reconciliation by categorizing discrepancies and iterating reporting• Enhanced the quarterly risk metrics PowerPoint slides with trending data and aesthetic design
Jul 2020 - May 2022
Early Talent Program Summer Intern
• Created replicable data models in Microsoft Excel to streamline monthly reporting process• Calculated 50+ risk metrics for summer quarter and presented results to senior leadership• Evaluated VoC survey comments and synthesized trends to inform business decisions
Jun 2019 - Aug 2019
Student Intern
• Performed policy research for the Office of the Undersecretary for Domestic Finance• Completed final project comparing and contrasting the 4 major government-backed funds
Sep 2018 - Dec 2018
2 education records
Sarah Paley education
Bachelor Of Science - Bs, Finance, General
High School Diploma
FAQ
Frequently asked questions about Sarah Paley
Quick answers generated from the profile data available on this page.
What company does Sarah Paley work for?
Sarah Paley works for New York Life Investment Management.
What is Sarah Paley's role at New York Life Investment Management?
Sarah Paley is listed as Associate at New York Life Investment Management.
What is Sarah Paley's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Sarah Paley at New York Life Investment Management.
Where is Sarah Paley based?
Sarah Paley is based in New York, United States while working with New York Life Investment Management.
What companies has Sarah Paley worked for?
Sarah Paley has worked for New York Life Investment Management, Oppenheimer & Co. Inc., Wells Fargo, and U.S. Department Of The Treasury.
How can I contact Sarah Paley?
You can use AeroLeads to view verified contact signals for Sarah Paley at New York Life Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Sarah Paley attend?
Sarah Paley holds Bachelor Of Science - Bs, Finance, General from University Of Maryland College Park.
What skills is Sarah Paley known for?
Sarah Paley is listed with skills including Leadership, Teamwork, Data Analysis, Microsoft Excel, Time Management, and Creative Problem Solving.
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