Overview
Sara is the Senior Director of Product Management, overseeing Product Management, Product Marketing, and Product Operations. She joined Persefoni from JP Morgan Asset Management where she executed against the firm's strategy to deliver a best-in-class portfolio management and client servicing platform. She also oversaw the first wave of JPMAM's $2T custody migration. Prior to joining JPMAM she served in a variety of roles at Clearwater Analytics, a leading SaaS-based Investment Accounting company, supporting managers, asset owners, and corporate customer. Sara holds an MBA in Finance from Northwest Nazarene University, and a BA in Political Science from Washington State University.
