Role at Appleton
Sarah is a member of Appleton’s New Business Team, responsible for managing the new accounts workflow ensuring new client onboarding is processed accurately and in a timely manner. Sarah works closely with Operations, Client Service, Sales, and other internal teams providing exceptional customer service to new and existing institutional client relationships. Sarah is also a committee member of ACE (Appleton Community Engagement) working with the team on community outreach initiatives.
Professional Experience
Prior to joining Appleton Partners in 2023, Sarah held a variety of client service roles. Most recently Sarah was employed at Equitable Advisors as a Financial Advisor where she worked closely with the firm’s partners and clients.
Education
B.S.B.A., Suffolk University
Personal Notes
Sarah is originally from Marlborough, MA and currently lives in Woburn, MA. Outside of work she enjoys health and fitness, skiing and traveling with friends.
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