Our Team

Contact Us

One New York Plaza, 34th Floor
New York, NY 10004-1936
U.S.A.
Email:
Info@GlobeTax.com
Phone:
+1-212-747-9100

Specialties

  • Wealth Management Platforms

  • Institutional Investors

  • Asset Custody

Sarah Roberts

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


View More Experts

  • Christian Graham

    Director | Relationship Management

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  • Frank Froio

    Managing Director | Relationship Management

    View Full Bio
  • William DeFabbia

    Director | Relationship Management

    View Full Bio
View Full Team