Sarah Trejo Email & Phone Number

Santa Rosa, CA, US

Santa Rosa, California, United States

Fiduciary Services Offered: *Serve as Trustee and Successor Trustee*Agent under Power of Attorney for Finance*Conservator of the Estate*Special Needs Trust Administration*Fiduciary Responsibilities: Maintain books and records, file tax returns, communicate with beneficiaries, prepare accountings, assist trustees with trust administration, inventory and.

Santa Rosa, California, United States

Santa Rosa, California

• Managed client servicing, operations, and administration for Santa Rosa branch of financial planning firm.
• Managed and maintained calendars for 2 advisors which included booking client meetings both via Teams/Zoom and in-person, arranging travel, and scheduling lunches and dinners.
• Created an organized system of calendaring for advisors that became used across all branches in the firm, increasing efficiency for both advisors and the client service team.
• Developed digital marketing strategy, managed client engagement and communication, and coordinated both virtual and in-person client events.
• Increased both open and click rate on client communication since assuming responsibility in 2020.
• In conjunction with 2 remote colleagues: managed practice operations, build CRM workflows, and ensured compliance regulations are consistently met.

Santa Rosa, CA

Santa Rosa, CA

• Managed hiring, training, and ongoing education for Indoor Cycling (IC) Program staff.
• Developed and directed special events and classes for IC Program.
• Directly responded to all member feedback related to IC Program.

Healdsburg, CA

• Provided luxury tasting experiences for boutique Pinot Noir & Chardonnay winery.
• Established a relationship with guests and gathered information about them to provide exceptional experiences for their future visits.
• Regularly assisted in preparation and execution of private events and large parties.

Sebastopol, CA

• Provided luxury tasting experiences for boutique Pinot Noir & Chardonnay winery.
• Established a relationship with guests and gathered information about them to provide exceptional experiences for their future visits.
• Regularly assisted in preparation and execution of private events and large parties.

Santa Rosa, CA

• Over 5-year period met and exceeded all expectations to earn 50% ownership stake in financial planning firm.
• Managed the firm transition to fee-based, resulting in 100% revenue increase.
• Managed all service-related aspects of the firm: handled client calls, managed advisor’s calendar, booked meetings, acted as a liaison between clients, vendors, and prospects, and ensured a white-glove experience for.
• Ensured all operations were in compliance with federal regulations.
• With co-owner, grew AUM 300% from 2010-2017.
• Planned and executed all client engagement events.

Santa Rosa, CA

Same as above

San Francisco, California, United States

*Beginning as a Patient Program Assistant, took calls from individuals and family of those recently diagnosed with a brain tumor. *Promotion to Program Manager included management of the Caregiver Training Program, where responsibilities were to plan and implement day-long workshops for caregivers at various brain tumor health centers across the U.S..