Sarah Hart

Role
Financial Advisor Development Program at Merrill Lynch
Location
Charlottesville, VA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Financial Advisor Development Program

    Merrill Lynch

    Mar 2020 — Present

    Team lead and proficiency coach for a group of twenty associates working within the Paycheck Protection Program task force, attending leadership meetings across different lines of business, and building project resource guides for ~100 colleagues. Processed customer loans and supported clients through the Paycheck Protection Program application process. Acted as representative for team and as liaison with other project leaders, ensuring consistent implementation of best practices across all groups

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Sarah Hart — Financial Advisor Development Program at Merrill Lynch in Charlottesville, VA, US | Unifers