Sara Rose - Email & Phone Number

Jr. Client Service Advisor at Schechter Wealth

Sara Rose is based out of Berkley, Michigan, United States and works at Schechter Wealth as Jr. Client Service Advisor.

Sara Rose's Contact Information

Sara Rose's Work email

s*****@schech***.com

Valid

Latest update

October 13, 2025

Location

Berkley, Michigan, United States

Sara's current employer

Schechter Wealth

Description

Schechter Wealth is a boutique, third-generation wealth advisory and financial services firm. Quietly advising wealthy families on financ...

Website

schechterwealth.com

HQ Location

Birmingham, Michigan, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Schechter Wealth

Frequent questions about Sara Rose

What company is Sara Rose working for?

Sara Rose works for Schechter Wealth.

What is Sara Rose's function at Schechter Wealth?

Sara Rose is Jr. Client Service Advisor at Schechter Wealth.

Where is Sara Rose based?

Sara Rose is based out of Berkley, Michigan, United States.

What is Sara Rose's work email address?

Sara Rose's professional email address is s*****@schech***.com

Who are Sara Rose's co-workers?

Sara Rose's colleagues are Marc Schechter, Bob Ricks, Clune Walsh, Aaron Hodari, Joseph Opiela, Gregg Michael, Kate Schultz, Andrew Dean, Kevin Beauchamp, Kelli Howard, Jason Zimmerman, Ilana Liss, Brekelle DiTomaso, Bradley Feldman, Charles Jones, Ann-Marie Sandquist, Jonathan Corrigan, Alex Nunnamaker, Sharon Midura, Jeff Vieder, Sharon Kurgan, Robyn Glasser, Dani Piper, Eric Donofrio, Kyle Mills, Prasad Mohan, Paul Wehner, Colin Steinberg, Kevin Giganti, Jake Elias, Cindy Gresham, Victoria Wilson, Joe Drozd.

Sara's co-workers

Marc Schechter

Chief Executive Officer

Bob Ricks

Vice President Of Strategic Partnerships

Clune Walsh

Vice President, Senior Advisor

Aaron Hodari

Managing Director & CIO

Joseph Opiela

Wealth Advisor │ VP of Strategic Partnerships

Gregg Michael

Managing Director, Institutional Partnerships

Kate Schultz

Director of Talent

Andrew Dean

Director of Client Insurance Services

Kevin Beauchamp

Senior Director Strategic Partnerships

Kelli Howard

Director of Accounting/Controller

Jason Zimmerman

Senior Managing Director

Ilana Liss

Managing Director

Brekelle DiTomaso

Life Underwriting Case Analyst

Bradley Feldman

Senior Wealth Advisor

Investment Technology Manager

Sharon Midura

Client Service Advisor

Jeff Vieder

Wealth Advisor

Sharon Kurgan

Human Resources Generalist

Chief Compliance Officer

Senior Investment Advisor

Colin Steinberg

Senior Advisor

Kevin Giganti

Insurance Design Manager

Jake Elias

Investment Analyst

Cindy Gresham

Strategic Initiatives Partner at Schechter Wealth

Victoria Wilson

Executive Assistant

Joe Drozd

Senior Investment Strategist

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