VP, Head of Advisor Technology & Reporting
Bernstein Private Wealth Management
Sarah Tipple is Vice President and Head of Advisor Technology & Reporting at Bernstein Private Wealth Management. She is responsible for the strategy and execution of Advisor Enablement Tools and Client Reporting. Preceding this role, she was a Senior Business Process Analyst where her responsibilities included identifying technology and process solutions that enable a smarter, more efficient way to work in order to drive the evolution of PWM client service roles. Projects included redesign of the new account opening process, and self-service cashflows on the web and mobile app. Prior to Bernstein, Sarah worked for US Army Europe as a civilian, running a section of Army Emergency Relief and the Financial Readiness Program for soldiers, as well as a financial analyst at Alltel Corporation. Sarah graduated from Tulane University with a BSM in Finance and Accounting and holds the Project Management Professional (PMP) certification.