Sarah Perdue
Public Finance/ Debt Investment Banking- Operations & Risk Associate at Raymond James
- Role
- Public Finance - Risk & Operations Associate at Raymond James
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Sarah Perdue
Client-focused and detail-oriented financial services professional with experience supporting investment advisors and high-net-worth clients. Adept in client relationship management, investment proposals, regulatory compliance, and administrative operations within a broker-dealer environment. Passionate about delivering strategic support and building trusted relationships to help clients achieve their long-term financial goals. Actively volunteering in the community and helping to create a lasting impact on others. Always seeking to build long-lasting relationships with others. “To be rather than to be seem”
Experience
Public Finance - Risk & Operations Associate
Aug 2025 — Present · Dallas, TX, US
Education
The University of Memphis
Bachelor of Business Administration - BBA
2017 — 2021
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