Sarah V.
Private Banking | Wealth Management | Financial Planning Solutions | CERTIFIED FINANCIAL PLANNER™
- Role
- Wealth Planner at Peapack Private Bank & Trust
- Location
- Summit, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Planner
Mar 2022 — Present
Providing financial planning services to private wealth and bank clients.
Education
Montclair State University
MBA, Business Administration and Management
Michigan State University
Bachelor of Arts, Business, Hospitality Management
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