Sarah Loudon

 Assisted Vice President and Coordinator provide executive-level events and trainings to financial services firms. Helped research and schedule venues, sponsors, speakers, and attendees for all conferences, seminars and trainings
 Co-managed social media accounts such as Twitter and Facebook etc., and contribute weekly to the company blog
 Helped to set-up, manage, and break-down all conferences and trainings. As well as support behind the scenes efforts, such as AV needs, catering and all other logistics

Portfolio creation and analysis, relationship building and client interaction. Also providing sales support to wealth and financial advisors. I will contribute to the growth and protection of the firm and it's clients.