Sarah Meis

Sarah Meis

Senior Product Manager|Salesforce CRM Strategy|Sales, Service and Marketing Cloud|CRM Integrations a...
Omaha, Nebraska, United States

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Work Experience

Charles Schwab

Senior Product Manager, Salesforce

2022-05-01 - Present

Home Instead

Salesforce Senior Manager

2019-06-01 - 2022-05-01

Mutual of Omaha

CRM & Integration Workstream Manager

2016-08-01 - 2019-04-01

TD Ameritrade

Salesforce.com Product Manager

2007-04-01 - 2016-07-01

Travelex

Manager

1997-01-01 - 2007-01-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English