Sarah Pomatto
Brokerage Client Associate @Wells Fargo Advisors
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WORK HISTORY
Brokerage Client Associate @Wells Fargo Advisors
Las Vegas, NV, US
Support 6 Financial Advisors with sales, services, and operational activities- Process and monitor services requests for account maintenance, money movements, debit balances, and account transfers- Maintain client dashboards and reporting for maturing securities and required minimum distributions for IRA accounts- Oversee estate processing and death claims- Recognized with two manager spotlight awards for my attention to detail, timeliness, and communication skills
EDUCATION
University of Illinois at Chicago
Bachelor of Science (B.S.), Applied Mathematics
Waubonsee Community College
Associate of Science (A.S.), Applied Mathematics
SKILLS
ABOUT SARAH POMATTO
Brokerage Client Associate
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