Sarah Yim is a Senior Business Analyst with over 20 years of experience in the Financial Services industry, having worked for notable companies including Citibank, Macquarie Bank, and ANZ. Sarah has specialized in wealth management advice projects and possesses strong expertise in advice documentation and financial planning software such as COIN and Xplan. Since 2009, they have provided consultancy services in advice review, remediation, and process improvements. Currently, Sarah is employed at SS&C Technologies and remains passionate about sharing knowledge to help others achieve their goals.
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