Full Name
Sarah Tipple
Job Title
National Director, Digital Strategy and Client Reporting
Company
Bernstein Private Wealth Management
Speaker Bio
Sarah Tipple is Vice President and National Director, Digital Strategy & Client Reporting at Bernstein Private Wealth Management. She is responsible for the strategy and evolution of the website and mobile app, advisor technology platform, driving adoption of tools to improve advisor efficiency, and overseeing Bernstein's full reporting offering. This includes prospecting and transition reporting, internal and web-based client reporting, and consolidated reporting for UHNW clients.
Prior to this, Sarah was a Senior Business Process Analyst where she identified technology and process solutions to drive the evolution of PWM client service roles. Her projects included redesigning the new account opening process and implementing self-service cashflows on the web and mobile app.
Before joining Bernstein, Sarah worked for US Army Europe as a civilian, running a section of Army Emergency Relief and the Financial Readiness Program for soldiers. She also worked as a financial analyst at Alltel Corporation.
Sarah graduated from Tulane University with a BSM in Finance and Accounting and holds the Project Management Professional (PMP) certification.
In her spare time, Sarah enjoys practicing yoga, reading, and relaxing with her husband and dog at the beach.
Prior to this, Sarah was a Senior Business Process Analyst where she identified technology and process solutions to drive the evolution of PWM client service roles. Her projects included redesigning the new account opening process and implementing self-service cashflows on the web and mobile app.
Before joining Bernstein, Sarah worked for US Army Europe as a civilian, running a section of Army Emergency Relief and the Financial Readiness Program for soldiers. She also worked as a financial analyst at Alltel Corporation.
Sarah graduated from Tulane University with a BSM in Finance and Accounting and holds the Project Management Professional (PMP) certification.
In her spare time, Sarah enjoys practicing yoga, reading, and relaxing with her husband and dog at the beach.
