Sarah Widmeyer has held various senior leadership positions in the finance industry. Sarah began their career at Sun Life as a Financial Planner and Sales Manager before moving on to Spectrum Mutual Fund Company, where they served as a Regional Vice President and Sales Manager. Sarah then moved to BMO Nesbitt Burns, where they spent 15 years as a Senior Vice President and Managing Director. Sarah later joined CIBC, where they held multiple roles including Managing Director and Head of Wealth Strategies, Managing Director and Head of Wealth Advisory Services, and Executive Director of Private Wealth Management. Currently, Sarah is the SVP Wealth Strategies and Chief Marketing Officer at Richardson Wealth, responsible for overseeing the firm's brand and marketing team and the overall product and solution platform.
Sarah Widmeyer attended The Wharton School from 1999 to 2001, where they obtained a degree in SIFMA, specializing in Business, Management, Marketing, and Related Support Services. Additionally, they hold a certification as a Certified Investment Management Analyst, which was obtained from The Wharton School in 1999. Prior to attending The Wharton School, they studied English and History at the University of Toronto, but the exact duration of their enrollment is unknown.
Sign up to view 0 direct reports
Get started