Sara sets the vision and mission for Concertiv and oversees key executives responsible for development of the network and platform operations. Sara focuses on network growth and retention, recruiting top talent, and she is responsible for investor relations.
Sara co-founded Concertiv after a 35-year career in financial advisory and software businesses.
Sara began her career in M&A at Morgan Stanley and worked at Credit Suisse and Wasserstein, Perella after earning her MBA. Following leadership roles in early consumer-focused internet businesses, she joined a fintech business as President and COO, and subsequently led the sale of the business to Cisco Systems.
Sara returned to Wall Street as an operating executive in corporate finance at Houlihan Lokey. At that time, she established a peer-to-peer network of operating executives at investment banks that formed the core of the Concertiv network.
Sara received her MBA from University of Chicago Booth School of Business and B.A. with Honors from Williams College.