Sarah Rosas Email & Phone Number

United States

-Guide clients through the retirement planning process, understanding their unique needs and goals. Develop comprehensive retirement plans that align with their financial objectives and risk tolerance.-Identify and analyze the risks that retirement assets can be exposed to, such as market risk, tax risk, longevity risk, inflation, and mortality. Develop strategies to minimize these risks and protect clients' retirement savings.-Create tailored financial strategies that encompass tax planning, estate planning, and college funding. Ensure strategies are aligned with clients' short-term and long-term retirement goals.-Educate clients about retirement planning concepts, options, and strategies. Empower them with the knowledge to make informed decisions regarding their retirement savings and financial security.-Assist clients in developing income strategies that provide a sustainable and reliable source of income throughout their retirement years. Evaluate options such as annuities, Social Security optimization, and other retirement income sources.-Maintain long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve. Conduct periodic reviews to reassess strategies, make necessary adjustments, and ensure clients stay on track to meet their retirement goals.-Stay up-to-date with relevant laws, regulations, and industry best practices pertaining to retirement planning. Ensure compliance with all applicable financial regulations and standards.

Port Charlotte, Florida, United States

-Acquire and build a client base through networking, referrals, and marketing efforts.-Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions.-Create compelling property listings and leverage various marketing channels to attract potential buyers or tenants.-Stay updated with local market trends, conduct market analysis, and provide accurate pricing recommendations.-Guide clients through the negotiation process, representing their interests to achieve favorable terms and conditions.-Manage contracts, legal documents, and coordinate with professionals to ensure a smooth transaction process.-Lead and mentor a team of real estate agents, setting sales targets and fostering a collaborative work environment.

Florida, United States

-Develop and implement inventory management strategies to optimize stock levels, minimize stockouts, and reduce excess inventory.-Monitor inventory levels, perform regular stock counts, and analyze data to identify trends, demand patterns, and potential inventory discrepancies.-Coordinate with suppliers and internal stakeholders to maintain accurate inventory records, track stock movements, and resolve any inventory-related issues.-Collaborate with the procurement team to ensure timely replenishment of inventory and manage relationships with vendors.-Collaborate with product development and marketing teams to identify private label product opportunities aligned with company objectives and market demands.-Manage the end-to-end production process, including product formulation, packaging design, sourcing of raw materials, and manufacturing.

Minneapolis, Mn

- Provide quality customer service to customers inquiring about products, availability and status oforder over the phone and through online help desk- Recommend solutions within customer budgets and proactively follow up with all leads and exceedsales goals- Provide solution to complex customer service and improve customer satisfaction- Excel in building and developing sales/technical support team- Conduct and improve training programs to educate staff about products, policies, and procedures- Diagnose, troubleshoot, and resolve hardware and connectivity issues- Prepare and present projects to improve strategies to higher management

Florida, United States

Florida, United States

Greater Minneapolis-St. Paul Area

Minneapolis, Mn

- Supervise outreach staff and delegate projects and activities within the community- Prepare budget plan and allocation of funds for each program-Recruit and enroll adult patients into clinical studies -Assist with data collection and submitting quarterly progression reports-Supply sites with materials and provide training -Help identify and address barriers to participation and retention for the clinical study-Provide community education on nutrition, exercise and healthy lifestyle classes for youth and adults-Establish partnerships and provide targeted outreach to the North/Northeast Minneapolis communities to participate in various NHS and grant supported healthy lifestyle programming

Denver, Colorado

Assist clients with purchasing & selling homes in a professional manner

Minneapolis, Mn

-Collaboration with research team/medical staff in enrolling patients to various ongoing clinical research studies-Participation in data collection and entering information to database for academic research projects-Observation of practice of Emergency Medicine-Learned methodology of clinical research and participation in innovating medical practice

Saint Paul, Mn

-Assisted Child Life and nursing staff in fostering a play environment for patients and siblings (newborn to adolescent)-Engaged children in activities including painting, drawing, and reading-Comforted and visited children in playroom or patient room

Edina, Mn

- Provide quality customer service to guests- Created sales strategies and sold computers- Trained new employees