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Sarah Owens

Client Relationship Associate, Registered Representative, Osaic Institutions, Inc.

Responsibilities

Sarah provides operational support to our Financial Advisors, manages day-to-day client interactions and provides account maintenance and administrative services to ensure a high-quality client experience.

 

Experience

Over 20 years of financial related client service and administration including loan servicing, commercial lending administration, retiree pension servicing, corporate and investment accounting, and investment client servicing.

Education

  • Manchester Community College, AS in Business Management
  • Southern New Hampshire University, BS in Economics/Finance

 

Credentials

  • Securities Industry Essentials® (SIE®)
  • FINRA Series 7 General Securities Representative Registration

 

community involvement

  • Volunteer, United Way Day of Caring.

 

Philosophy

One of my favorite poems, by Edward Markham, resonates with me in my effort to constantly improve myself by trying to find balance and harmony in everyday life, when to hold the line and when to act.

Preparedness

For all your days prepare,
And meet them ever alike:
When you are the anvil, bear
When you are the hammer, strike

Personal

“My passions are weight lifting, going to the gym and exploring New England on the weekends.”

 

BrokerCheck

Disclosure

NHTrust is a trade name of the New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust are not affiliated.

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