Sarah Pirkey Knudson

VP - Assistant Branch Manager

Role
VP - Assistant Branch Manager at Charles Schwab
Location
Brookfield, WI, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Sarah Pirkey Knudson

As an Assistant Branch Manager, I lead a team of Financial Consultants focused on helping you create a better financial life. At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you.We can assist you with:• Wealth management• Investing• Portfolio analysis• College planning • And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 26••••••77 or email me at: s••••••••@schwab.com.

Experience

  1. VP - Assistant Branch Manager

    Charles Schwab

    Aug 2023 — Present · Brookfield, WI, US

    Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Education

  • University of Wisconsin-Whitewater

    Bachelor's Degree, International Finance

    2010 — 2014

  • University of Wisconsin-Whitewater

    Master of Business Administration - MBA

    2016 — 2017

Skills

  • Proposal Writing
  • Call Center
  • Leadership
  • Pricing
  • Sales
  • Human Resources
  • Customer Service
  • Temporary Placement
  • Publicity
  • Business Planning
  • Budgets
  • Recruiting
  • Rfp
  • Process Engineering
  • Consulting
  • Contract Management
  • Cold Calling
  • Data Entry
  • Marketing

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Sarah Pirkey Knudson — VP - Assistant Branch Manager at Charles Schwab in Brookfield, WI, US | Unifers