Sarah

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Wealth Planning Analyst at Mariner|Point Pleasant Beach, New Jersey, United States

Position:

Wealth Planning Analyst at Mariner

Location:

Point Pleasant Beach, New Jersey, United States

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Last updated: 2026-08-10
Updated: 2026-08-10

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Work Experience 7 years

Wealth Planning Analyst at Mariner

Jan 2026 - Current

Golf Club Waitress at Manasquan River Golf Club

May 2019 - Current

Client Services Associate at Mariner

Apr 2025 - Dec 2025

Tax Intern at Mariner

Jan 2025 - Apr 2025

Sarah started working in 2019, then the employee has changed 1 company and 3 jobs. On average, Sarah works for one company for 2 years 2 months.

Their professional focus is Accounting, Accounting Standards, and CCH Axcess Tax across 3 core areas.

Sarah holds Bloomberg Finance Fundamentals certifications.

Education

Bachelor's degree at Kean University

Associate's degree at Ocean County College

Skills

Accounting, CCH Axcess Tax, Accounting Standards

Sarah Namesakes

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Sarah
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Sarah
Neurology RN Care Coordinator
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Sarah
Project Manager
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