Sarah McLean

Role
Chief Operations Officer at Wealthplan Group
Location
Omaha, NE, US
LinkedIn followers
500 followers

About Sarah McLean

My work experience centers around leadership and sales with focus on growing teams in a…

Experience

  1. Chief Operations Officer

    Wealthplan Group

    Jan 2020 — Present

    Oversee sales, marketing, and operations at an enterprise level for a multi-billion dollar wealth management firm, serving 35+ advisors nationally. Autonomously implementing and managing service and sales models to new market segments.

Education

  • University of Nebraska-Lincoln

    Business Administration

    2004 — 2007

  • Bellevue University

    Management Information Systems

    2008 — 2009

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Sarah McLean — Chief Operations Officer at Wealthplan Group in Omaha, NE, US | Unifers