Sara Homsi is a seasoned finance and customer service professional with a diverse background in financial services, data coordination, and retail management. Sara's experience includes roles such as Senior Manager at Equitable and Registered Financial Services Representative at TIAA-CREF, where expertise in retirement planning and performance measurement was demonstrated. Previous positions also encompass Financial Crimes Specialist II and Phone Banker II at Wells Fargo, Oncology Research Data Coordinator at Carolinas Healthcare System, and Assistant Manager at The Body Shop. Sara holds a Bachelor of Science degree in Biology from Wake Forest University and possesses Series 6 and Series 63 licensing, showcasing a strong commitment to professional development in the finance sector.
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