Being a part of Crestone is like family. Starting out as a new employee, you instantly feel welcomed, like you've been working here for months.
She assists with the firm’s administrative duties including answering phone calls, arranging travel, scheduling meetings, document preparation, database maintenance, and communication with vendors. Sarah also helps the Marketing and Communications team with event coordination.
Before joining Crestone in 2015, Sarah worked in customer service as a bank teller, responsible for greeting branch members, answering incoming telephone calls as well as helping with IRA distributions, certificate rollover, and wire transfers.