Sara Feder, Cerity Partners | Find your best path for intro

Sara Feder

Principal Wealth Planner

🏢 Job Change

(a month ago)

Cerity Partners

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type******** ****

Account Owner****** *******

Account Opps/Deals

***** ***

Closed Won • Feb 25

****K $

Closed

Best path for intro

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Past Champion

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Saras’ Career Overlaps

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******* *****

Worked in execs roles at *** together from 2021-2024

******* ****

Worked in the same department at *** together from 2021-2024

Saras’ Past Experience

Cerity Partners
Principal | Wealth Planner
Apr 25 - Present
West Coast Financial
Associate
Jul 16- Apr 25

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