Sara Lehan, CPA

Sara Lehan, CPA has had extensive work experience in the finance and accounting field. Sara began their career at Ernst & Young in 2002, where they worked as an Audit Manager for seven years. In 2009, Sara joined American Enterprise Group, Inc. as the Director of Financial Reporting. Sara then progressed within the company, taking on roles such as AVP of Financial Reporting, VP and Controller, and ultimately Chief Investment Officer. Sara's impressive career trajectory highlights their expertise and leadership in financial management and reporting.

Sara Lehan, CPA, completed their education at Simpson College, where they obtained a Bachelor of Arts degree in Accounting from 1998 to 2002. In terms of additional certifications, they passed the Certified Public Accountant (CPA) exam in 2006, issued by the State of Iowa. Furthermore, Sara also passed the Level I of the Chartered Financial Analyst (CFA) exam in August 2018, as certified by the CFA Institute. There is also mention of passing the Level II of the CFA exam, but specific details regarding the month and year are not provided.