Sara van Aken

About Sara van Aken

Financial services professional with Series 7 and 63 license, holding a B.B.A. in Management with a minor in Entrepreneurship from the University of Mississippi. At Polen Capital, I partnered with an 10-person internal/external team to generate $3.2 billion in gross inflows over a 13-month period across equity and structured credit strategies as a U.S. Distribution – Advisor Relations Sales Associate.I excel at building and nurturing high-value relationships with Wealth Management Advisors, Family Offices, RIAs, and Wirehouses through targeted phone and email campaigns. I deliver data-driven, tailored investment presentations, support due diligence meetings alongside portfolio managers, and collaborate cross-functionally with Investment Specialists, Product Strategy, and Marketing teams to accelerate territory growth.As a former Division I heptathlete, I bring the same discipline, resilience, and drive to the business world that I once brought to the track. With a background in operations management, I specialize in optimizing processes, solving complex problems, and building long-term client partnerships that thrive on trust and results.

Experience

1. Senior Registered Client Service Associate

   Raymond James

   Oct 2025 — Present · Coral Gables, FL, US

Education

• Red Jacket High School

  High School Diploma

• University of Mississippi

  Bachelor of Business Administration - BBA, Business Administration and Management, General

• University of Arkansas

  Master's degree, Operations Management and Supervision