About
Sarah Lonergan is a Client Relationship Manager at Oakglen Wealth with over 18 years of experience in the finance industry. She manages client onboarding and ongoing account reviews, with expertise in complex corporate and trust structures. Lonergan holds the International Certificate in Wealth and Investment Management.
Experience
- Oakglen WealthClient Relationship Managercurrent2016 — presentSt. Helier, St. Helier, Jersey
Skills & more
Wealth and Investment Management
- International Certificate in Wealth and Investment Management — The Chartered Institute for Securities & Investment (The CISI)
From Sarah's professional profile.
Colleagues at Oakglen
Aaron Ali
Senior Administrator at Oakglen
Alex Smyth
Head of Fund Services at Oakglen
Alfie Maylin
Trainee Administrator at Oakglen
Allan Stewart
Managing Director - Jersey at Oakglen
Amy-Jane Hamon
Compliance Manager at Oakglen
Anne-Marie Sinclair
Front of House Receptionist at Oakglen
Austin Mutambirwa
Assistant Manager – Client Financial Reporting at Oakglen
Bella Tayler
Trainee Investment Manager - UK at Oakglen
Frequently asked questions
- Where does Sarah Lonergan work?
- Sarah Lonergan is Client Relationship Manager - Jersey at Oakglen.
Shared employers
Also worked at Oakglen Wealth22
Jamie CrawfordGroup Co-CEO at OakglenAllan StewartManaging Director - Jersey at OakglenDominic TaylerManaging Director - UK at OakglenJames Scott-GattyNon-Executive Director at OakglenJeff BrummetteChief Investment Officer at OakglenNick MiddletonChief Operating Officer at Oakglen
+ 16 more