Sara C.

Sara C. has extensive experience in consulting, technology strategy, and financial planning within the investment management industry. Sara currently works as a Manager at Olmstead Associates, providing consulting services to optimize organizations across front, middle, and back office. Sara is also the Owner of Southern Eats & Goodies, where Sara has significantly increased revenue through content strategy and organic traffic growth. With a background in various roles at BNY Mellon and Mellon Financial, Sara has a strong foundation in business technology and client service delivery. Sara holds a Master's degree in Financial Planning from Bentley University, among other educational accomplishments.