Background
Sarah Palmquist, CMFC®, Director, joined BB&T in 2007 and SCM through business realignment in 2020. She has industry experience since 2009. Sarah is a Senior Institutional Client Strategist focusing on retirement plan solutions. She provides clients with portfolio solutions using her deep understanding of markets, liability-driven investing, and unique legal and regulatory requirements relevant to client boards and investment committees. Prior to joining SCM, Sarah held many senior positions at BB&T, including institutional portfolio manager and liquidity product manager. Sarah received her B.B.A. in Finance from the University of Tennessee and her M.B.A. in Entrepreneurship from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. She holds the Chartered Mutual Fund Counselor® designation.
Area of Focus
- Institutional client strategy
- Retirement plan solutions
Previous Experience
- BB&T
Education
- B.B.A. University of Tennessee
- M.B.A. University of North Carolina Kenan-Flagler Business School
Affiliations & Professional Licenses
- Chartered Mutual Fund Counselor
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