Sara Wohldmann

Sara joined Advocate Advisors as Client Relationship Manager in 2023. Sara’s responsibilities with Advocate include strategy development, transaction management, and maintaining existing client relationships, as well as supporting senior principals in the execution of assignments on behalf of major clients.

Prior to joining Advocate Advisors, Sara worked at Dynata where she was an Account Manager. She oversaw new business development, which included generating sales leads, negotiating pricing, and forecasting revenue. She also met new and existing customers to review current services and expand sales opportunities.

Sara holds a Bachelor of Arts in Psychology from The University of Missouri.