Sarah Rutkas

Sarah Rutkas Work

Chief Operating Officer

@ Transformational Advisory, LLC

Director – Operations and Client Experience

@ Transformational Advisory, LLC

O

Owner and CEO

@ Opal Financial Consulting

Sarah Rutkas Education

2009 - 2009 College for Financial Planning
2002 - 2005 Bachelor's degree in English Literature (British and Commonwealth)

University of Washington

Sarah Rutkas Skills

Financial ServicesCustomer ServiceCustomer RelationsCustomer ExperienceSalesTeam LeadershipEvent PlanningEvent ManagementProject PlanningMicrosoft OfficeManagementLeadershipCustomer Relationship Management (CRM)FlexibleCustomer Relationship Management CrmClient ContactHelp Desk SupportProspectsBooksAdobe ContributeVendorsNetSales OperationsSeattleFinanceStructureUniform Combined State LawScrubsBusiness PartnersTemporary PlacementCustomer SupportInsurance PlanningOngoing SupportCRMRIAApproachablePowerPointPublicationsAccountingPaperlessMulti TaskerGuidanceSystemBusiness ServicesEncouragementVoiceSales EnablementDialog ProgramsReportsSolution ImplementationLoyalty ProgramsFINRAMicrosoft ExcelAsset ManagementTrainingEmployee TrainingPoint Of ContactDisability InsuranceNewsLong Term Care InsuranceScriptingStreamlineResearchRatingsAamsHandling MoneyLettersTamaracFidelityClient ServicesCommunicationSchedulesSheetsCraftsLead GenerationAccount MaintenanceMarketingNew HiresMid SizeCashieringData Driven TestingNewslettersEngagementPresentationsSuitabilityResponsibilityInternal AuditArtProduct KnowledgeRenewalEfficientPrivate ClientsHEVSprintElectronicsInvestmentsEnglish LiteratureMicrosoft DynamicsCPFRMorningstarComplianceWealth ManagementMutual FundsOutlookMicrosoft WordAssetInterest RatesOnboardingVaultBack OfficeCustomer EngagementAnnouncingProblem SolvingTradingDaily DepositsSeries 7SiebelDealersCustomer Relationship Management

Sarah Rutkas Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Where does Sarah Rutkas work?

Sarah Rutkas currently works at Transformational Advisory, LLC as Sarah Rutkas - Chief Operating Officer at Transformational Advisory Group.

Where is Sarah Rutkas located?

Sarah Rutkas is based in WA.

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