Vice President
Current
Apr 2021 - Present
AeroLeads people directory · profile
Sarah Alvarez Email & Phone Number
Vice President & Private Wealth Advisor at Capital Group Private Client Services
at
Capital Group Private Client Services
1 work email found
@capgroup.com
2 phones found area 386
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Vice President & Private Wealth Advisor at Capital Group Private Client Services
Location
San Francisco Bay Area, United States, United States
Company size
Who is Sarah Alvarez? Overview
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Quick answer
Sarah Alvarez is listed as Vice President & Private Wealth Advisor at Capital Group Private Client Services at Capital Group Private Client Services, a company with 151 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at capgroup.com, phone signal with area code 386, and a matched LinkedIn profile for Sarah Alvarez.
Sarah Alvarez previously worked as Vice President at Capital Group Private Client Services and Assistant Vice President at Capital Group Private Client Services. Sarah Alvarez holds French Language And Literature from Ecole Des Roches.
Company email context
Email format at Capital Group Private Client Services
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{first}_{last}@capgroup.com
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Profile bio
About Sarah Alvarez
Sarah Alvarez is a Vice President and Private Wealth Advisor for Capital Group Private Client Services. She works with high-net-worth individuals and their families to design customized plans for protecting and growing their wealth, often over multiple generations.Sarah began her career with Capital Group in 2014 as part of the Client Relationship Team. Her prior experience includes The Newport Group as a Senior Policy Administrator working with Corporate Owned Life Insurance, Corporate Retirement Plans and at Northwestern Mutual where she worked with Financial Advisors as an Associate Financial Representative. Sarah graduated from University of Central Florida with her Bachelor of Business Administration degree.Originally from Venezuela, she is fluent in Spanish and loves to travel.She is based in our San Francisco office.
Listed skills include Sales, Insurance, Customer Service, Finance, and 30 others.
Current workplace
Sarah Alvarez's current company
Company context helps verify the profile and gives searchers a useful next step.
Capital Group Private Client Services
5 roles
Sarah Alvarez work experience
A career timeline built from the work history available for this profile.
Assistant Vice President
Nov 2018 - Apr 2021
Senior Client Relationship Associate
Our Private Client Services business was founded more than four decades ago as a family office for Capital Group’s senior executives and their families. We have since expanded into a full-service wealth management and trust company, overseeing some $22 billion in assets for a select group of discriminating high-net-worth individuals, trusts, foundations.
Jun 2014 - Nov 2018
Policy Administrator
- Assists in the implementation of new client accounts to ensure a seamless transition into Newport’s ongoing administrative process for all insurance products (COLI, BOLI, Disability, Individual, and Long Term Care).
- Establishes procedures for client-specific documentation; prepare and processes premium and loan interest invoices including policy value reporting, formatting and auditing.
- Administers medium and large client accounts with multiple carriers to ensure proper processing of wire transactions and incoming checks.
- Prepares and audits benefit statements, COLI Best Practices Reports and trust documents.
- Reviews processes and procedures to streamline administration by implementing more effective techniques thus increasing productivity.
- Manage ad-hoc client requests including problem-solving on administrative and operations issues.
Aug 2013 - Apr 2014
Associate Financial Representative
- Participated in various activities of the sales cycle with the employing financial representative.
- Compared and evaluated possible financial products, assisted in development of recommendations to best meet client needs and financial circumstance.
- Delivered insurance policies to clients and answers questions regarding contract provisions.
- Demonstrated superior organizational and time management skills.
- Prioritized to meet deadlines while maintaining attention to detail.
- Created investment planning proposals including asset allocation modules and investment hypotheticals.
Jan 2010 - Aug 2013
Team & coworkers
Colleagues at Capital Group Private Client Services
Other employees you can reach at capitalgrouppcs.com. View company contacts for 151 employees →
SS
Susan Smith
Colleague at Capital Group Private Client Services
Culver City, California, United States, United States
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CH
Celina Haron
Colleague at Capital Group Private Client Services
Irvine, California, United States, United States
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TW
Trisha Wiley
Colleague at Capital Group Private Client Services
Greater Chicago Area, United States
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KP
Kathleen Park
Colleague at Capital Group Private Client Services
Hacienda Heights, California, United States, United States
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MC
Majken Curley
Colleague at Capital Group Private Client Services
San Francisco, California, United States, United States
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DS
Darren Stilwell
Colleague at Capital Group Private Client Services
Tulsa, Oklahoma, United States, United States
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CJ
Chris Jenkins, Cima®, Cpwa®
Colleague at Capital Group Private Client Services
Franklin, Tennessee, United States, United States
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BD
Brooks Doggett, Cfa
Colleague at Capital Group Private Client Services
San Francisco, California, United States, United States
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TT
Tracy Thompson
Colleague at Capital Group Private Client Services
Los Angeles, California, United States, United States
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WM
Wendy Martenson, Mba
Colleague at Capital Group Private Client Services
Orange County, California, United States, United States
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Susan Smith
Colleague at Capital Group Private Client Services
Culver City, California, United States, United States
View →
CH
Celina Haron
Colleague at Capital Group Private Client Services
Irvine, California, United States, United States
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TW
Trisha Wiley
Colleague at Capital Group Private Client Services
Greater Chicago Area, United States
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KP
Kathleen Park
Colleague at Capital Group Private Client Services
Hacienda Heights, California, United States, United States
View →
MC
Majken Curley
Colleague at Capital Group Private Client Services
San Francisco, California, United States, United States
View →
DS
Darren Stilwell
Colleague at Capital Group Private Client Services
Tulsa, Oklahoma, United States, United States
View →
CJ
Chris Jenkins, Cima®, Cpwa®
Colleague at Capital Group Private Client Services
Franklin, Tennessee, United States, United States
View →
BD
Brooks Doggett, Cfa
Colleague at Capital Group Private Client Services
San Francisco, California, United States, United States
View →
TT
Tracy Thompson
Colleague at Capital Group Private Client Services
Los Angeles, California, United States, United States
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WM
Wendy Martenson, Mba
Colleague at Capital Group Private Client Services
Orange County, California, United States, United States
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2 education records
Sarah Alvarez education
French Language And Literature
Ecole Des Roches
Bachelor, Science Business Administration
FAQ
Frequently asked questions about Sarah Alvarez
Quick answers generated from the profile data available on this page.
What company does Sarah Alvarez work for?
Sarah Alvarez works for Capital Group Private Client Services.
What is Sarah Alvarez's role at Capital Group Private Client Services?
Sarah Alvarez is listed as Vice President & Private Wealth Advisor at Capital Group Private Client Services at Capital Group Private Client Services.
What is Sarah Alvarez's email address?
AeroLeads has found 1 work email signal at @capgroup.com for Sarah Alvarez at Capital Group Private Client Services.
What is Sarah Alvarez's phone number?
AeroLeads has found 2 phone signal(s) with area code 386 for Sarah Alvarez at Capital Group Private Client Services.
Where is Sarah Alvarez based?
Sarah Alvarez is based in San Francisco Bay Area, United States, United States while working with Capital Group Private Client Services.
What companies has Sarah Alvarez worked for?
Sarah Alvarez has worked for Capital Group Private Client Services, Newport Group, and Northwestern Mutual.
Who are Sarah Alvarez's colleagues at Capital Group Private Client Services?
Sarah Alvarez's colleagues at Capital Group Private Client Services include Susan Smith, Celina Haron, Trisha Wiley, Kathleen Park, and Majken Curley.
How can I contact Sarah Alvarez?
You can use AeroLeads to view verified contact signals for Sarah Alvarez at Capital Group Private Client Services, including work email, phone, and LinkedIn data when available.
What schools did Sarah Alvarez attend?
Sarah Alvarez holds French Language And Literature from Ecole Des Roches.
What skills is Sarah Alvarez known for?
Sarah Alvarez is listed with skills including Sales, Insurance, Customer Service, Finance, Crm, Investments, Time Management, and Retirement Planning.
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