Senior Associate, Client Service
At ImpactAssets, Sarah supports the Client Service and Operations teams by ensuring that clients have a positive experience at every stage of their impact journey. Sarah has 10+ years of experience managing clients and building relationships. She joins ImpactAssets after building a financial planning practice and working in B2B sales and customer care across multiple industries. In addition, Sarah is a board member of the Association of Latino Professionals for America (ALPFA) OC Chapter, where she volunteers as the 2022 Sponsor Management Director. She holds a Master’s degree in Strategic Management from UNINI (Puerto Rico) as well as FINRA licenses SIE, Series 6 and Series 63.
Causes I care about: Human rights, equity and climate solutions.