Sarah Roberts

Sarah Roberts has a diverse work experience spanning over 12 years. Sarah currently holds the position of Vice President, Relationship Management at GlobeTax since May 2021. In this role, they manage a portfolio of priority clients, exceeds sales goals, conducts comprehensive client reviews, and serves as a primary service liaison.

Prior to GlobeTax, Sarah worked at Wells Fargo Home Mortgage as a Loan Doc Specialist from January 2013 to October 2014. Sarah also has experience at Bond Street Mortgage, LLC, where they served as a Client Associate for a short period in 2012 and held internships as an Assistant to VP in 2011 and as a Customer Service Assistant in 2010.

Additionally, Sarah gained early experience as an intern at Wells Fargo Advisors in 2009, where they shadowed a Financial Advisor and assisted with various projects and client meetings. Overall, Sarah's work experience showcases their expertise in relationship management, client services, and marketing.

Sarah Roberts earned a Bachelor's Degree in Business Management/Finance from the Alfred Lerner College of Business & Economics at the University of Delaware, completing their studies from 2008 to 2012.