Sara White

Operations Specialist at WealthSource Partners, LLC

Sara White is an experienced Operational Specialist at OneDigital, with additional expertise as an Operations Specialist at WealthSource Partners, LLC since December 2019. Previously, Sara held roles as an Escrow Assistant at Fidelity National Financial and as Client Services Manager at American Financial Network Advisors Services, LLC, where responsibilities included managing client relationships, providing operations supervision, and leading special projects. Early career experience includes client services roles at Ventura County Business Bank and City National Bank, focusing on client support and new account establishment. Sara's extensive background in operations and client services within the financial sector showcases strong leadership and administrative skills.

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