Sara Westcoat Email & Phone Number

Raleigh, North Carolina, United States

Annapolis, Maryland

Arnold, Maryland

Arnold, Maryland

Annapolis, MD

• Harbor Cove Partners is a full-service human capital consulting firm that provides clients from a variety of industries and geographies with search solutions tailored to meet their specific needs. They specialize in.
• Schedule and mange partners’ calendars.
• Handle customer service calls and emails.
• Manage and drive mailer projects twice per year.
• Manage consultant expense reports.
• Schedule interviews for consultants with both the consultant and client.

Annapolis, MD

• Pasta and Murphy is a financial advisory practice of Ameriprise Financial Services, Inc., wherein the two partners and financial advisors, John Murphy and Tom Pasta, help to organize client’s finances for future.
• Prepare financial letters and follow-up letters to clients.
• Assist financial advisors with money movement transfers and trades.
• Process client’s financial planning documents.
• Prepare beneficiary and retirement paperwork for clients.
• Prepare rollover paperwork, transfer forms, and all other applications for clients.

Annapolis, MD

• McNamee Hosea is a medium sized law firm consisting of approximately twenty-five attorneys. McNamee Hosea has two different offices located at Annapolis and Greenbelt and provides a wide range of practicing law.
• Trusted with managerial duties such as accounts payable and client billing.
• Prepared and interpreted legal documents such as pleadings and court orders.
• Scheduled appointments, court appearances, and depositions.
• Typed and reviewed legal memos and correspondence with attorneys and clients.
• Attended and assisted in court appearances with attorney.

Towson, MD

• Friedman & Friedman, LLP is a law firm that provides a broad range of legal services concentrating in estate planning, including preparation of wills and trusts; corporate, and business law. Responsibilities:
• Assisted seven attorneys with daily document preparation including Trusts, Wills, Power of Attorneys, and real estate transactions.
• Assisted with preparation of tax returns.
• Scheduled appointments, court appearances, and depositions.
• Assisted with accounts payable department.
• Assisted with witnessing of documents.

Bachelor’S Degree, Human Resources Management And Services, 4.0

Associate'S Degree, Legal Studies, Litigation Paralegal, 3.86