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Sara J. Walker, Cfa Email & Phone Number

Vice President of Investments at Catholic Financial Life
Location: Milwaukee, Wisconsin, United States 8 work roles 3 schools
1 work email found @catholicfinanciallife.org 1 phone found area 920 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@catholicfinanciallife.org
Direct phone (920) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Catholic Financial Life
Role
Vice President of Investments
Location
Milwaukee, Wisconsin, United States
Company size
199 employees

Who is Sara J. Walker, Cfa? Overview

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Quick answer

Sara J. Walker, Cfa is listed as Vice President of Investments at Catholic Financial Life, a with 199 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at catholicfinanciallife.org, phone signal with area code 920, and a matched LinkedIn profile for Sara J. Walker, Cfa.

Sara J. Walker, Cfa previously worked as Senior Strategist, Regional Director of Investments at Bmo Private Wealth and Chief Economist at Associated Bank. Sara J. Walker, Cfa holds Master Of Business Administration (Mba) from University Of Wisconsin-Milwaukee - Lubar School Of Business.

Company email context

Email format at Catholic Financial Life

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*@catholicfinanciallife.org
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AeroLeads found 1 current-domain work email signal for Sara J. Walker, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Sara J. Walker, Cfa

Lead and mentor team of portfolio managers to provide clients an atmosphere of understanding and attention underscored by long-term investment success.

Listed skills include Portfolio Management, Public Speaking, Writing, Business Economics, and 27 others.

Current workplace

Sara J. Walker, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Catholic Financial Life
Catholic Financial Life
Vice President of Investments
milwaukee, wisconsin, united states
Website
catholicfinanciallife.org
Employees
199
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Company profile
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8 roles

Sara J. Walker, Cfa work experience

A career timeline built from the work history available for this profile.

Vice President Of Investments

Current
Catholic Financial Life

1100 West Wells Street, Milwaukee, Wi 53233

Apr 2021 - Present

Senior Strategist, Regional Director Of Investments

Bmo Private Wealth

790 N. Water Street, Milwaukee, Wi 53202

Apr 2018 - Mar 2021

Chief Economist

Associated Bank

Manage investment portfolios for non-profit organizations, individuals and retirement plans. Frequent speaker and writer for economic and market updates.Business development.

Nov 1997 - Apr 2018

Economic And Capital Markets - Industry Expert (Speaker And Writer)

Associated Bank

815 N. Water Street, Milwaukee, Wi 53202

Nov 1997 - Apr 2018

Senior Vice President, Portfolio Manager

Associated Bank

815 N. Water Street, Milwaukee, Wi 53202

Nov 1997 - Apr 2018

Owner (Portfolio Manager, Business Strategist, Business Development)

Merit Investment Group

Greater Milwaukee Area

Jun 1993 - Nov 1997

Treasury Management (Client Service, Business Development)

Bmo Harris Bank
Jan 1982 - Aug 1983
Team & coworkers

Colleagues at Catholic Financial Life

Other employees you can reach at catholicfinanciallife.org. View company contacts for 199 employees →

HE Heidi Essington Heidi Essington Colleague at Catholic Financial LifeGreater Milwaukee, United States View → PB Pat Brandner Pat Brandner Colleague at Catholic Financial LifeEau Claire, Wisconsin, United States View → JL Jennifer Lizardi Jennifer Lizardi Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States View → SG Stefany Gardea Stefany Gardea Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States View → JB Joe Bostwick Joe Bostwick Colleague at Catholic Financial LifeFond Du Lac, Wisconsin, United States View → TM Terry Mulville Terry Mulville Colleague at Catholic Financial LifeFond Du Lac, Wisconsin, United States View → SB Scott Brost Scott Brost Colleague at Catholic Financial LifePort Washington, Wisconsin, United States View → KR Kathie Ramthun Kathie Ramthun Colleague at Catholic Financial LifeWashington County, Wisconsin, United States View → LB Lee Bennett Lee Bennett Colleague at Catholic Financial LifeMilwaukee, Wisconsin, United States View → SM Stephen Mathie Stephen Mathie Colleague at Catholic Financial LifeMarathon County, Wisconsin, United States View →
3 education records

Sara J. Walker, Cfa education

FAQ

Frequently asked questions about Sara J. Walker, Cfa

Quick answers generated from the profile data available on this page.

What company does Sara J. Walker, Cfa work for?

Sara J. Walker, Cfa works for Catholic Financial Life.

What is Sara J. Walker, Cfa's role at Catholic Financial Life?

Sara J. Walker, Cfa is listed as Vice President of Investments at Catholic Financial Life.

What is Sara J. Walker, Cfa's email address?

AeroLeads has found 1 work email signal at @catholicfinanciallife.org for Sara J. Walker, Cfa at Catholic Financial Life.

What is Sara J. Walker, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 920 for Sara J. Walker, Cfa at Catholic Financial Life.

Where is Sara J. Walker, Cfa based?

Sara J. Walker, Cfa is based in Milwaukee, Wisconsin, United States while working with Catholic Financial Life.

What companies has Sara J. Walker, Cfa worked for?

Sara J. Walker, Cfa has worked for Catholic Financial Life, Bmo Private Wealth, Associated Bank, Merit Investment Group, and Bmo Harris Bank.

Who are Sara J. Walker, Cfa's colleagues at Catholic Financial Life?

Sara J. Walker, Cfa's colleagues at Catholic Financial Life include Heidi Essington, Pat Brandner, Jennifer Lizardi, Stefany Gardea, and Joe Bostwick.

How can I contact Sara J. Walker, Cfa?

You can use AeroLeads to view verified contact signals for Sara J. Walker, Cfa at Catholic Financial Life, including work email, phone, and LinkedIn data when available.

What schools did Sara J. Walker, Cfa attend?

Sara J. Walker, Cfa holds Master Of Business Administration (Mba) from University Of Wisconsin-Milwaukee - Lubar School Of Business.

What skills is Sara J. Walker, Cfa known for?

Sara J. Walker, Cfa is listed with skills including Portfolio Management, Public Speaking, Writing, Business Economics, Financial Analysis, Strategic Planning, Finance, and Business Development.

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