Sarah Wolfred
Carmel,IN
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
18
18
years of professional experience
7
7
Certification
Work History
Public Finance Investment Banking Associate
Piper Sandler & Co.
Indianapolis , IN
05.2015 - 05.2022
- Assisted in preparation of high-quality proposals to provide investment banking services to potential and current clients.
- Assisted in quantitative preparation and presentation of municipal entities.
- Assisted in preparation of bond documents to include Pricing Materials, Closing Memos, Offering Documents, Continuing Disclosure Documents.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Created and maintained precise and accurate models, charts and reports.
- Presented results of financial analyses to clients verbally and in written form.
Public Finance Associate
J.J.B. Hilliard, W.L. Lyons
Carmel , IN
03.2010 - 05.2015
- Assisted in preparation of high-quality proposals to provide investment banking services to potential clients.
- Assisted in quantitative preparation and presentation of municipal entities.
- Assisted in preparation of bond documents to include Pricing Materials, Closing Memos, Offering Documents.
- Researched issuer financial information using public and internal resources.
Registered Financial Associate
City Securities Corporation
Indianapolis , IN
04.2005 - 09.2009
- Administered account transactions and responded to customer inquiries concerning financial products.
- Maintained existing client relationships through processing requests and resolving client inquiries.
- Developed and maintained database of records to facilitate smooth transactions for financial processes.
- Provided quotes and other account-related information to assist clients.
- Opened accounts for new and existing customers and assisted customers in completing application forms.
Education
Bachelor of Science - Financial Planning And Counseling
Purdue University
West Lafayette, IN05.2004
Skills
- Timing Optimization
- Client Advisory
- Debt Restructuring and Refinancing
- Chart and Graph Preparation
- Customer Satisfaction
- Report Preparation and Presentation
- Financial Modeling
- Price Structuring
- Workflow Processes
Certification
SIE - Securities Industry Essentials Exam
Series 50 - Municipal Adviser Representative Qualifications Exam
Series 7 - General Securities Representative Exam
Series 6 - Investment Company Products/Variable Contracts Representative Exam
Series 63 - Uniform Securities Agent State Law Exam
Series 65 - Uniform Investment Adviser Law Exam
Life and Health Insurance License
Timeline
Public Finance Investment Banking Associate
Piper Sandler & Co.
05.2015 - 05.2022
Public Finance Associate
J.J.B. Hilliard, W.L. Lyons
03.2010 - 05.2015
Registered Financial Associate
City Securities Corporation
04.2005 - 09.2009
Bachelor of Science - Financial Planning And Counseling
Purdue University
SIE - Securities Industry Essentials Exam
Series 50 - Municipal Adviser Representative Qualifications Exam
Series 7 - General Securities Representative Exam
Series 6 - Investment Company Products/Variable Contracts Representative Exam
Series 63 - Uniform Securities Agent State Law Exam
Series 65 - Uniform Investment Adviser Law Exam
Life and Health Insurance License
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