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Wealth Management Platforms
Assistant Vice President │Relationship Management
Sarah Roberts is an Assistant Vice President in GlobeTax’s Relationship Management team, focused on private wealth management and financial advisor clients. Sarah is responsible for managing and strengthening trusted partnerships with current clients, in addition to expanding relationships with new clients.
Sarah joined GlobeTax in 2014 as an Associate in the Client Services department. In that role, she worked alongside the Sales, Relationship Management and Recovery Services teams to ensure the accurate creation, reporting, and monitoring of account enrollment documents. Prior to joining GlobeTax, Sarah focused on credit and application analyses at Wells Fargo Home Mortgage and Bond Street Mortgage.
- Bachelor’s Degree in Finance and Business Management from The University of Delaware