Sara Elizabeth Mancini
Senior Wealth Management Specialist
- Role
- Senior Wealth Management at Merrill Lynch
- Location
- Greenwich, CT, US
- LinkedIn followers
- 500 followers
About Sara Elizabeth Mancini
More invested in outcomes and team success than individual credit.
Experience
Senior Wealth Management
Nov 2022 — Present
Education
Albertus Magnus College
Master of Business Administration - MBA, Business, Management, Marketing, and Related Support Services
2017 — 2019
Albertus Magnus College
Bachelor’s Degree, Business Management - Concentration in Accounting and Finance/Minor in Marketing
2009 — 2013
Skills
- Financial Planning
- Relationship Management
- Direct Marketing
- Securities
- Customer Relationship Management (Crm)
- Social Media Marketing
- Microsoft Office
- Client Services
- Investments
- Life Insurance
- Finance
- Insurance
- Financial Services
- Wealth Management
- Customer Service
- Retirement
- Event Management
- Banking
- Mutual Funds
- 401k
- Risk Management
- Portfolio Management
- Retirement Planning
- Media Relations
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