Sarah M. Faulkner

Sarah M. Faulkner has a diverse work experience in the financial industry. Sarah M. began their career in 2001 at Consumers Credit Union, working as a Contact Center Representative III where they processed and closed loans requested online or over the phone. Sarah M. was also involved in the Credit Union's mentor program.

In 2015, they transitioned to the role of Consumers Financial Group Team Lead at the same company. As a Team Lead, Sarah was the primary liaison with the program's broker dealer, CUNA Brokerage Services Inc, and provided support, awareness, and partnership to promote financial planning for members.

Sarah's most recent position was as an Associate Financial Advisor at Consumers Financial Group located at Consumers Credit Union, starting in March 2022. In this role, they assisted Consumers Credit Union members with long-term saving and investing planning, as well as managed various aspects of client accounts.

Overall, Sarah's work experience demonstrates their expertise in financial services and their commitment to providing excellent customer service and support to clients and members.

Sarah M. Faulkner's education history includes a Bachelor of Business Administration (B.B.A.) degree in Finance and Financial Management Services from Columbia College, which they obtained from 2011 to 2015. Prior to that, they completed their Associate of Arts (A.A.) degree in Communication, Business, General from the College of Lake County from 2004 to 2007.

Additionally, Sarah has earned several certifications, including the Series 63 from FINRA, which they obtained in July 2021. Sarah M. also obtained the Series 66 certification from NASAA in 2021. In 2020, they acquired the Series 7 certification from FINRA. Sarah M. has also obtained the Securities Industry Essentials certification from FINRA, although the specific month and year are not provided. Furthermore, Sarah holds a State of IL, Life, and Health Insurance certification.