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.
Executive Assistant, Business Administration
Her primary responsibilities include quarterly investment reporting, providing client-related support, managing calendars and travel schedules, and scheduling and preparing for meetings.
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.