Sarah Ludden

Sarah Ludden

Director of Operations
Boston, Massachusetts, United States

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Work Experience

The Clifford Group

Director of Operations

2021-07-01 - Present

Prio Wealth

Wealth Service Administrator

2020-02-01 - 2020-11-01

Ballentine Partners, LLC

Wealth Planning Associate

2016-07-01 - 2019-11-01

Fiduciary Trust Company

Senior Account Administrator

2008-09-01 - 2016-07-01

State Street

Mutual Fund Account Controller

2007-03-01 - 2008-09-01

Ameriprise Financial

Financial Advisor

2006-09-01 - 2006-12-01

Skills

financial planning wealth management investment advisory asset allocation

Languages

No Languages Available