Sarah Stothers CRM & Transitions Manager
Sarah has been working in Financial Planning industry since 2011. Her career started in Administration and Client Services, then onto assistant to Senior Advisers and Paraplanners.
Sarah currently oversees Oracles CRM Software and helps to manage the operations of the business. She strives to establish innovative and efficient ways to generate seamless processes for the Oracle Team.
Sarah also manages all new business and advisor acquisitions and aspects of the transition process.