Sally Sanders

Retirement Plan Operations Manager, Director at MAI Capital Management

Sally is a Retirement Plan Operations Manager within the Retirement Division of MAI, based in Ponte Vedra Beach, Florida. As Retirement Plan Operations Manager, Sally strives to enhance all aspects of running a corporate retirement plan. She is a liaison for retirement plan sponsors and helps them with the compliance aspect of the plan in addition to organizing their investment committee meetings. She is also responsible for preparing request for proposals.

Before joining MAI, Sally worked in the finance arm of Computershare. Later, Sally joined West Point Business Group in 2019. Sally earned her undergraduate degree in Finance from Florida State University. She continued her education by earning her Master of Business Administration degree at the University of Central Florida.

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Jacksonville, United States

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MAI Capital Management

Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more


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51-200

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