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Sara O'Connor

Sara O'Connor

Client Service Manager

With a strong administrative background and experience in the financial services industry, Sara performs a wide range of administrative and client support activities to facilitate the efficient operation of the firm. She is instrumental in helping to ensure that our clients receive the highest level of service possible by corresponding directly with them regarding account issues or requests.

Sara enjoys attending Philadelphia Flyers games with her husband Kevin, as well as summers on Long Beach Island.