I love working with like-minded, dedicated, motivated, and collaborative colleagues who genuinely want success for our clients, our team, and our company.
Sarah is a key team player in facilitating communication between Crestone clients and the Advisory team. Her primary responsibilities include managing calendars, providing client-related support, scheduling and preparing for meetings, and quarterly investment reporting.
Prior to joining Crestone in 2016, Sarah worked as an Executive Assistant for the Finance and Operations team at Romax Technology, an engineering consultancy, between 2014 and 2016. Before that, she worked as a Portfolio Delivery Consultant with companies such as RSA Insurance, QBE Insurance, The Prudential, UBS, Santander, and Reuters.
Sarah received her advanced diploma in recreation management and business administration from South Bank Institute in Brisbane, Australia. She has her Prince2 Certification in program and project methodology and her PPSO Certification in program and project support office, both from the United Kingdom.