Sarah Rutkas Email & Phone Number

Sarah Rutkas Work

Chief Operating Officer

@ Transformational Advisory, LLC

Director – Operations and Client Experience

@ Transformational Advisory, LLC

Owner and CEO

@ Opal Financial Consulting

Sarah Rutkas Education

2009 - 2009 College for Financial Planning
2002 - 2005 Bachelor's degree in English Literature (British and Commonwealth)

University of Washington

Sarah Rutkas Skills

Financial ServicesCustomer ServiceCustomer RelationsCustomer ExperienceSalesTeam LeadershipEvent PlanningEvent ManagementProject PlanningMicrosoft OfficeManagementLeadershipCustomer Relationship Management (CRM)FlexibleCustomer Relationship Management CrmClient ContactHelp Desk SupportProspectsBooksAdobe ContributeVendorsNetSales OperationsSeattleFinanceStructureUniform Combined State LawScrubsBusiness PartnersTemporary PlacementCustomer SupportInsurance PlanningOngoing SupportCRMRIAApproachablePowerPointPublicationsAccountingPaperlessMulti TaskerGuidanceSystemBusiness ServicesEncouragementVoiceSales EnablementDialog ProgramsReportsSolution ImplementationLoyalty ProgramsFINRAMicrosoft ExcelAsset ManagementTrainingEmployee TrainingPoint Of ContactDisability InsuranceNewsLong Term Care InsuranceScriptingStreamlineResearchRatingsAamsHandling MoneyLettersTamaracFidelityClient ServicesCommunicationSchedulesSheetsCraftsLead GenerationAccount MaintenanceMarketingNew HiresMid SizeCashieringData Driven TestingNewslettersEngagementPresentationsSuitabilityResponsibilityInternal AuditArtProduct KnowledgeRenewalEfficientPrivate ClientsHEVSprintElectronicsInvestmentsEnglish LiteratureMicrosoft DynamicsCPFRMorningstarComplianceWealth ManagementMutual FundsOutlookMicrosoft WordAssetInterest RatesOnboardingVaultBack OfficeCustomer EngagementAnnouncingProblem SolvingTradingDaily DepositsSeries 7SiebelDealersCustomer Relationship Management

Sarah Rutkas Contact Information

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What company does Sarah Rutkas work for?

Sarah Rutkas currently works at Transformational Advisory, LLC.

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Where is Sarah Rutkas located?

Sarah Rutkas is based in or around Seattle, WA, US.

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Sarah Rutkas