CLIENT SERVICE TEAM
Sara Ellen Poston
Associate Relationship Manager
As a Client Services Associate, Sara Ellen prioritizes client needs and provides proactive support to the families we serve. Relationship building has been at the core of Sara Ellen’s career, and she utilizes this skill to serve Triangle’s clients. Previously working at a non-profit, she has developed a heart for service and strives to make each client’s experience the best it can be.
In Her Own Words:
“Triangle’s clients place their trust in our firm every day to help them achieve their long-term financial goals. I am honored to be part of a team that helps make that happen. My favorite part about this role is learning more about our clients and using the information to improve how we serve them.”
Past Experience:
Associate Director of Member Services, Alpha Xi Delta Fraternity
Credentials/Certifications:
East Carolina University, M.Ed., Adult Education
East Carolina University, B.S., English and Secondary Education