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Sarah Roytman
Executive Assistant at Circle Wealth Management
Sarah Roytman is the Executive Assistant & Administrative Manager at Circle Wealth Management, LLC, a financial services firm.13 She has been working in the financial industry for approximately 9 years.2
Professional Background
Sarah's career in the financial sector includes:
- Current Role: Executive Assistant & Administrative Manager at Circle Wealth Management, LLC13
- Previous Experience: She worked at BBR Partners in Investment Research2
Education
Sarah Roytman attended SUNY Plattsburgh for her education.3
Location
She is based in Matawan, New Jersey.34
Responsibilities
As an Executive Assistant & Administrative Manager, Sarah likely handles various administrative tasks and provides support to the executive team at Circle Wealth Management. Her role may involve:
- Managing schedules and coordinating meetings
- Handling correspondence and communications
- Organizing office operations and procedures
- Assisting with client relations and support
Additional Information
Sarah appears to be well-connected in her professional network, with over 500 connections on LinkedIn.3 In October 2021, she posted about a job opening at Circle Wealth Management for an Executive Research Assistant position, indicating her involvement in the company's recruitment efforts.5
