Sara Willi

Client Success Manager at Financial Finesse

Sara Willi currently serves as a Client Success Manager at Financial Finesse, starting in May 2024. Previously, Sara held the position of Level 2 Trainer at The Financial Gym from March 2020 to February 2024, where comprehensive support was provided to over 400 personal finance clients across diverse backgrounds. Prior experience includes a role as Senior Manager of Operations & Human Resources at Convergence Center for Policy Resolution from March 2015 to March 2020, managing a budget of $3-5 million and overseeing various operational functions. Sara also contributed as Operations Manager and Executive Assistant during tenure at Convergence Center. Educational background includes study at the College of Saint Benedict.

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