Chief Operating Officer
Sarah Rutkas
Sarah Rutkas - Chief Operating Officer at Transformational Advisory Group
Sarah Rutkas Work
Director – Operations and Client Experience
O
Owner and CEO
Sarah Rutkas Education
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2009 - 2009 College for Financial Planning
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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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Sarah Rutkas currently works at Transformational Advisory, LLC as Sarah Rutkas - Chief Operating Officer at Transformational Advisory Group.
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Sarah Rutkas is based in WA.
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