Tolleson Wealth Management
Sarah I. is a professional with extensive experience in the financial and operations sectors. Currently serving as a Lending Coordinator at Tolleson Wealth Management since July 2022, Sarah has previously held positions as an Operations Associate at The Realm Agency and as a MIRROR Lead and educator at lululemon. Additional experience includes roles at DFW Professionals in Transition, Smart City Apartment Locating as a Human Resources Specialist and Collections Specialist, and customer relations at The True Gem. Sarah's banking experience includes positions in loan operations at Pegasus Bank and Vision Bank-Texas. Sarah I. is pursuing an Associate's degree in Economics at Dallas College, following a foundational education at Plano Sr High School.
This person is not in the org chart
This person is not in any teams
Tolleson Wealth Management
1 followers
Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.