Sarah Wark is a high-skilled professional, working in Wealth Enhancement Group main office of which is in 290. as a Suitability Review Analyst since 2020. This expert has earned professional experience in more than six positions at different companies. Sarah Wark went to the Academy of Oriental Medicine at Austin and was studying there. Sarah has such professional qualifications as Series 7 - General Securities Representative, Series 66 - Investment Adviser Representative, and Series 24 - General Securities Principal. Austin, Texas is the area, where this person was lastly known to live. This person's phone and email are easily accessed through SoftwareOfficial by request.
Name variants:
Sara Wark,
Sal Wark,
Sally Wark,
Sallie Wark,
Sadie Wark,
Sattie Wark,
Sena Wark,
Susan Wark
Last updated Jun 17, 2024
Contact Information
Workplace
Suitability Review Analyst
Minneapolis, MN
Industry
Financial Services, Financial Advisor
Colleagues
Work History
Suitability Review Analyst
505 Highway 169 SUITE 900, Plymouth, MN 55441
from Feb 2020
Supervisory Principal
155 east Shaw Ave SUITE 102, Fresno, CA 93710
from Jun 2018
Concierge Specialist, Operations Support
5707 Southwest Pkwy, Austin, TX 78735
Oct 2016 — Apr 2018
Participant Services Associate
211 Main St, San Francisco, CA 94105
Aug 2015 — Sep 2016
Client Services Manager and Planning Assistant For Jim Bailey, Cfpâ
3500 Packerland Dr, De Pere, WI 54115
Sep 2011 — Jul 2015
Occupations
Analyst
Accountant
Finance and Accounting Specialist
Professor
School Principal
Analysts
Accounting Bookkeeper
Bookkeeper
School Administrator
Educational Manager
Skills
Broker Dealer Operations
Suitability Analysis
Regulatory Compliance
Financial Services
Crm
Asset Allocation
Investment Management
Client Relations
Customer Service
Public Speaking
Training and Development
Client Co Ordination
Broker Dealer Compliance
Investment Research
Procedure Development
Client Education
Financial Coaching
Consultative Approach
Thomsonone
Series 24
General Securities Principal
Finra
Investment Advisory Services
Investor Relations
Alternative Investments
Variable Annuities
Equities
Fixed Annuities
FAQs about Sarah Wark
What's the main profession of Sarah Wark?
This professional's job is Suitability Review Analyst
What are the main profession of This expert?
These person's professions are Analyst
Where does Sarah Wark currently live?
Austin, Texas is the place where Sarah Wark currently lives
What is Sarah Wark's email?
Sarah Wark's email is sa**@schwab.com.
How many companies did Sarah Wark work at?
Sarah Wark worked at six jobs.
What education does Sarah Wark have?
Sarah studied at the Academy of Oriental Medicine at Austin.
Are there any professional certifications, that Sarah Wark has?
Sarah received the following certifications: Series 7 - General Securities Representative, Series 66 - Investment Adviser Representative, and Series 24 - General Securities Principal.
What is the industry that Sarah Wark worked in?
Sarah works in Financial Services industry.