Sarah B.

Sarah B. is an experienced financial services professional with a diverse background in client service and operations within the banking sector. Currently serving as a Client Service Representative at Mission Wealth since December 2020, Sarah B. assists clients with account openings and processing financial transactions. Previous roles include Operations Specialist at Clearwater Capital Partners, where account management was a focus, and Mortgage Loan Operations Specialist/Post Closer at STC Capital Bank, responsible for coordinating residential mortgage applications. Additional experience includes a Personal Banker position at US Bancorp and Teller at the National Bank & Trust Company. Sarah B. has foundational experience in retail management as a Prestige Sales Lead at Ulta Beauty and holds an Associate's degree in Business Administration and Management from Waubonsee Community College.