Sarah Danielle Ponczek

Current Employers

Employment History

• 08/2016 → 11/2016
  Bloomberg Lp
  Washington Dc, DC
• 12/2016 → 03/2021
  Bloomberg Lp
  New York, NY
• 06/2021 → 08/2026
  Ubs Financial Services Inc.
  Boca Raton, FL
• 08/2026 → Present
  Cresset Asset Management, Llc
  West Palm Beach, FL

Other Businesses

GenUnion; GenUnion is starting up an organization with the goal to tackle the issue of underrepresented individuals in organizations. They educate/mentor those who wish to pursue a career in financial services at a junior level. They reached out to me to see if I could help them out and give them advice in a consulting-type role. Here is the web link https://www.genunion.io/.; Sarah would be consulting in an advisory role in which she would bring her unique perspective as an ex-Bloomberg reporter along with her new role as a financial advisor situated in a private wealth management team. She would be potentially engaging with students, HR departments, university career development centers, etc. about the GenUnion platform and her experiences within the industry. Additionally, she would assist with the marketing of the platform which assists students with finding internships and full-time employment. The goal of GenUnion is to provide equal opportunity to all students regardless of their background.""Acting in a mentor capacity for college students looking to explore careers in finance. That may include engaging in information sessions about your own career and role, work like at UBS and other firms, how the recruiting process works, etc.; Advisor or advisory group member if advice given may influence an officer/board; Start date: 7/1/2022

Exams

• S66 Uniform Combined State Law Examination
  2021-05-05

Designations