Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sarah E. Wingler

Cleveland,OH

Summary

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Private Client Specialist

Robert W. Baird & Co. Incorporated
10.2023 - Current
  • Provided comprehensive client service and operational support to clients of The Brausch Delahunt Group, ensuring a high-touch, personalized experience aligned with Baird’s Private Wealth Management standards.
  • Coordinated all aspects of new client onboarding, including proposal preparation, account set-up, asset transfers, and creation of tailored Financial plans.
  • Collaborated with Baird’s Corporate Resource Groups to deliver customized wealth management solutions, addressing clients' evolving financial needs.
  • Monitor daily investment activity to identify client opportunities such as maturing securities, cash availability, and reorg events; escalate actionable insights to Financial Advisors.

Private Wealth Management Intern

Robert W. Baird & Co. Incorporated
05.2022 - 10.2023
  • Collaborated directly with our regions Managing Director and Executive Market Director to support strategic recruiting initiatives and corporate management operations across the region.
  • Assisted in the full-cycle recruitment process by cold calling over 300 prospective Financial Advisors.
  • Conducted competitive market research and analysis to identify talent opportunities and strengthen Baird’s regional recruiting strategy.
  • Helped maintain and update recruiting dashboards, candidate tracking systems, and pipeline reports to ensure alignment with hiring goals and timelines.
  • Participated in cross-functional projects focused on improving advisor engagement, team performance, and regional business operations.

Engineered for Success Partner

University of Akron
08.2021 - 12.2021
  • Supported the Engineered for Success retention initiative for over 200 first-year engineering students by analyzing retention data to identify key trends and inform program strategies.
  • Collaborated with University of Akron administration through regular meetings to align on retention goals, share insights, and enhance student success initiatives.

Sample Analyst Intern

AROO Company
05.2019 - 08.2020
  • Managed outbound product sample distribution to local businesses and residential customers, ensuring timely and accurate delivery to support sales initiatives.
  • Handled inbound sales calls from both commercial and residential prospects, providing product information and recommending tailored packaging solutions.
  • Analyzed consumer data to identify purchasing trends, inform sales strategies, and support targeted marketing efforts for hydroponic, herb, and plastic packaging products.

Education

Bachelor of Science - Business Studies & Mathematics -

Cleveland State University
Cleveland, OH
12-2024

Skills

  • Retirement & Financial planning
  • Research
  • Business operations support
  • CRM software
  • Investment strategies
  • Analytical and critical thinking
  • Project planning

Certification

  • Securities Industry Essentials® (SIE®)
  • Microsoft Office Specialist: Excel Associate (Excel and Excel 2019)
  • Oracle Cloud Infrastructure 2023 Certified Foundations Associate

Timeline

Private Client Specialist

Robert W. Baird & Co. Incorporated
10.2023 - Current

Private Wealth Management Intern

Robert W. Baird & Co. Incorporated
05.2022 - 10.2023

Engineered for Success Partner

University of Akron
08.2021 - 12.2021

Sample Analyst Intern

AROO Company
05.2019 - 08.2020

Bachelor of Science - Business Studies & Mathematics -

Cleveland State University

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