Sarah is the Strategic Initiatives Manager at The Manning Companies, where she leads projects that require a little creative thinking and a lot of cross-functional know-how. Her work strengthens internal systems and helps the team deliver an exceptional client experience.
A self-described “woman of many hats,” Sarah brings experience across management, compliance, risk management, analytics, project management, customer service, and internal communications. She enjoys tackling projects that don't have obvious answers and is known for looking beyond the surface to find thoughtful, creative solutions that support the team and often open doors others may not have considered.
Sarah's path into financial services began at a job fair, where a conversation with a recruiter helped her connect her Economics background to the industry, and she hasn't looked back. She spent more than a decade in financial services, with eight years in compliance shaping a particularly strong foundation in regulatory oversight, policies and procedures, and risk management. After a season focused on family, she returned to the industry in 2024 and joined The Manning Companies, where she started by supporting fee analysis and quickly expanded her role as new projects emerged that called on her experience.
Sarah holds a bachelor's degree in Political Science with a minor in Economics from UC San Diego and has called San Diego home for more than 20 years.
Outside of work, Sarah stays busy with her husband and two children and is deeply involved in their school community, volunteering regularly and serving on the foundation board that supports the school. She also enjoys Pilates, swimming, book club, traveling to tropical destinations, and tackling home improvement projects.
Raymond James is not affiliated with any of the companies mentioned.