Sarah Wolman

Agency Licensing Coordinator/compliance Coordinator at Commonwealth Financial Group

Sarah Wolman currently serves as the Agency Licensing Coordinator and Compliance Coordinator at Commonwealth Financial Group since March 2023, also holding the position of Office Administrative Assistant. Previous experience includes roles as Front Desk and Concierge at G2O Spa and Salon, Operations Executive for The Buy Boston Team, and Executive Assistant of Operations at North Star Group at Compass. Additionally, Sarah has worked as a back server at FOUNDRY ON ELM, Residential Counselor at Cambridge Eating Disorder Center, and General Staff at Bloc Cafe. Early career experience includes positions as a Childcare Assistant and Intern at CAMP ENERGY, as well as a Lifeguard and Swim Instructor at Garrett Sports Complex. Sarah holds a Bachelor's degree in Psychology from Susquehanna University and is pursuing a Master's degree in Art Therapy/Therapist at Lesley University, along with participating in a Study Abroad Program in Psychology at Regent's University London.

Location

Revere, United States

Links


Org chart

No direct reports

Teams


Offices


Commonwealth Financial Group

Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.


Industries

Employees

201-500

Links