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Founded in 1989, Sage Financial Group is a privately held, independent Investment and Wealth Management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services to more than 650 high-net-worth individuals and their families. In addition to co-founding Sage Financial Group, David, Alan and Stephen Cohn co-founded Sage Online in 1995, a leading investment internet company for individual investors. In March 2000, Multex.com, a publicly held financial services company, acquired Sage Online. Alan and Stephen also co-authored “The Sage Guide to Mutual Funds” (HarperCollins) and have identified alternative private investments for their clients. DISCLOSURE Any information shown on this page is not indicative of any client’s experience or future performance. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Sage Financial Group), will be profitable or equal any historical performance level(s). In addition, set forth on this page may be "likes" or "comments" posted by visitors to the Sage LinkedIn profile page. These "likes" or "comments" do not describe any experience with Sage or endorsement of Sage as an investment advisor by any client. For more information about Sage Financial Group and all related disclosures, visit www.sagefinancial.com.
- Streamlined international operations to enhance efficiency and drive company's global growth.
- Assisting in creating efficient and timely delivery of products, contributing to the company's success and product success.
- Assisted in the smooth operation and maintenance of all aspects of the organization, ensuring optimal performance and customer experience.
- Developed and implemented strategic initiatives to drive business growth and enhance operational efficiency.
- Enhancing team performance through strategic planning and effective collaboration.
- Streamlining client accounts processes, improving efficiency at every visit and enhancing overall client satisfaction.
- Organized and facilitated organizational meetings, enhancing efficiency and productivity.
- Implementing strategic business initiatives to drive revenue growth and expand market share.
- Streamlined data processes, improving accuracy and efficiency in data collection and analysis.
- Streamlining mill service operations to improve efficiency and ensure optimal customer satisfaction.
- Building strong communication and collaboration skills for effective customer service and product knowledge.
- Optimized production processes, increasing efficiency and reducing costs while maintaining high-quality standards.