Sara Ambrose is a high-skilled professional, who works in Longhorn Wealth Management Group main office of which is in 11. as a Planning and Implementation Coordinator from 2016. Sara has earned professional experience in more than nine positions at various companies. Sara Ambrose went to the Regency Beauty Institute – St. Cloud and received education from 2014 to 2015. Sara has such qualifications as Life Insurance Agent, Emoney Masters, and Texas Department of Insurance. Dallas, Texas is the area, where this professional was lastly known to be settled. The person's email address and number are accessed through this website by request.
Name variants:
Sarah Ambrose
Last updated Jun 17, 2024
Contact Information
Last Update
Jul 3, 2022
Email
sa**@dairy.com
Location
Dallas, TX
Company
Longhorn Wealth Management Group
Workplace
Planning and Implementation Coordinator
Work History
Planning and Implementation Coordinator
1701 Iowa Dr, Plano, TX 75093
from Nov 2016
Customer Service and Insurance Manager
1820 Preston Park Blvd SUITE 1155, Plano, TX 75093
On the Customer Service Side: Entering client data, responding to client requests, and working with several different custodians and various alternative investment companies. On the Insuranc...
May 2013 — Jun 2014
Client Service Director and Paraplanner
8586 Santa Margarita Ln, La Palma, CA 90623
Insurance submission, alternative investment application submission, verifying net worth, delivering prospectus and preparing receipts of prospectus, created spreadsheets to follow new busin...
Aug 2005 — Jul 2012
Education
2014 — 2015
2011 — 2011
from 2008
2000 — 2004
Occupations
Executive
Director
Coordinator
Accountant
Finance and Accounting Specialist
IT Professional
Data Entry Specialist
Operations Manager
Managers
Accounting Bookkeeper
Bookkeeper
Data Scientist
Skills
Financial Services
Microsoft Office
Life Insurance
E Money
Smartoffice
Paraplanning
Customer Service
Risk Management
Training
Personal Financial Planning
Strategic Thinking
Oil/Gas
Webinars
Go To Meeting
Dst
Money Transfers
Debriefing
Withdrawals
Non Qualified
Protection Planning/Family Security
Organization Skills
Dairy
New Business Processing
Adaptability
Positivity
Empathy
Sliderocket
Rmd Tracking
Organization
Active Management
1035 Exchanges
Beneficiary Changes
Creativity
Conference Call Organization
Qualified Accounts
Network Drive
Inherited Ira
Albridge
Redtail Crm
Morningstar
Join.me
Broker Dealer
Moneyguide Pro
Third Party Money Management
Administrative
Project Management
Account Management
Creativity
Strategic Thinking
New Business Management
Product Research
Customer Service
Interpersonal Skills
Client Relations
Electronic Document Management
HIPAA Compliance
HARSS Compliance
Internet
Windows
Microsoft
Microsoft Office
Excel
PowerPoint
Word
Access
Outlook
Calendaring
Data Entry
Prior Authorizations
Greeting Clients
Pharmacy
Financial Planning
Filing
Faxing
Editing
Leadership
Inventory Management
Managerial
Manager
Empathetic
eMoney
adaptability
positivity and woo.
FAQs about Sara Ambrose
What's the main profession of Sara Ambrose?
The expert is a Planning and Implementation Coordinator.
What jobs is Sara Ambrose proficient at at?
Sara is proficient at such jobs as Executive and Director.
Where does Sara Ambrose live?
Dallas, Texas is the place where Sara Ambrose lives
Does the professional have the email address?
sa**@dairy.com is The professional's email address.
Where did Sara Ambrose work?
Sara Ambrose worked at Longhorn Wealth Management Group, Dairy.com.
Where has Sara Ambrose studied?
Sara studied at the Regency Beauty Institute – St. Cloud from 2014 to 2015.
Are there any professional certifications, that Sara Ambrose has?
The expert received the following certifications: Life Insurance Agent, Emoney Masters, Texas Department of Insurance, and Emoney Advisor.
What languages does Sara Ambrose speak?
Sara Ambrose speaks English.