Sarah is a manager at F2 Strategy where she works with clients to help them identify opportunities to elevate their business and implement technology solutions. Sarah’s experience provides several dimensions to her role as a manager at F2 Strategy. With a background as a consultant focused on strategic planning and implementing wealth management technology, she has worked with wealth management teams at U.S. Bank, Raymond James and Morgan Stanley as well as regional banks. Projects have focused on CRM, product analytics, portfolio management and data integration. Sarah began her career as an equity research analyst, at Credit Suisse and Cowen. In her free time, Sarah is a competitive sailor and avid gardener.

What are you most passionate about in your role at F2 Strategy?

I love that each project brings a new challenge of working with clients to assess their unique needs. It’s the people and the problem-solving that makes it fulfilling.

What are 3 words that describe how you do your job?

Focused, analytical and curious describe my approach. 

What does the phrase, “Do Good with Tech” mean to you?

At its best, technology streamlines common activities so that there is more time for meaningful value-added work. To me, that’s one of the most rewarding.