Sarah Maitre
Founder | Financial Planner | Mom at Camriel Advisors | Mount Shasta, California, United States
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Sarah Maitre is a dynamic financial planner and the founder of Camriel Advisors LLC, a boutique financial planning and wealth management firm located in the picturesque Mount Shasta area. With a robust background in finance, Sarah has cultivated a unique blend of expertise that positions her as a trusted advisor for families navigating significant financial milestones. Her experience as Head of Business Strategy at Surveyor Capital, a hedge fund unit within Citadel, has equipped her with a deep understanding of investment strategies, portfolio management, and risk analysis. Over her seven-year tenure at Citadel, she played a pivotal role in helping portfolio managers refine their business models and optimize performance, skills that she now leverages to empower her clients at Camriel Advisors.
At Camriel Advisors, Sarah focuses on delivering personalized financial advice tailored to the unique needs of each family. Whether it's saving for children's education, planning for a comfortable retirement, or building a legacy that safeguards loved ones, Sarah’s approach is rooted in empathy and thorough analysis. Her proficiency in quantitative analytics, data analysis, and financial services enables her to craft comprehensive financial plans that align with her clients' goals. As a mom herself, Sarah understands the intricacies of balancing family needs with financial aspirations, making her insights particularly relevant for her clientele. Through her leadership at Camriel Advisors, she is committed to demystifying the complexities of financial planning, ensuring that families feel confident and informed as they embark on their financial journeys.
Founder | Financial Planner | Mom at Camriel Advisors in August 2024 to Present
Full-time parenting at Career Break in November 2023 to August 2024
Head of Business Strategy - Surveyor Capital at Citadel in March 2018 to November 2023
Business Analyst - Aptigon Capital at Citadel in February 2017 to March 2018
Business Analyst - Ravelin Capital at Citadel in June 2016 to February 2017
Investment Associate at Berkeley Endowment Management Company in May 2015 to June 2016
Investment Associate at Fiduciary Research & Consulting LLC in July 2014 to April 2015
Associate at KKR in December 2013 to June 2014
Analyst at KKR in August 2011 to December 2013
Fixed Income Consultant at FactSet Research Systems in July 2010 to August 2011
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Microsoft Excel
Microsoft Office
Business Development
Strategic Planning
Leadership
Operations Management
Communication
Objectives and Key Results (OKRs)
Business Analysis
Management
Project Management
Strategy
Financial Modeling
Equities
Fixed Income
Bloomberg
Equity Research
Valuation
Hedge Funds
Data Analysis
Portfolio Management
Capital Markets
Quantitative Analytics
Alternative Investments
Private Equity
Investment Management
Investment Banking
Financial Analysis
Research
Awesomeness
Investments
Financial Markets
Analytics
Finance
Asset Managment
Derivatives
Analysis
Economics
Due Diligence
Risk Management
Mutual Funds
Corporate Finance
Mergers
Market Research
Financial Services
Competitive Analysis
Employee of the Month
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What is Sarah Maitre email address?
Email Sarah Maitre at [email protected]. This email is the most updated Sarah Maitre's email found in 2026.
How to contact Sarah Maitre?
To contact Sarah Maitre send an email to [email protected].
What company does Sarah Maitre work for?
Sarah Maitre works for Camriel Advisors
What is Sarah Maitre's role at Camriel Advisors?
Sarah Maitre is Founder | Financial Planner | Mom
What is Sarah Maitre's Phone Number?
Sarah Maitre's phone (213) ***-*134
Sarah Maitre Email Addresses
Sarah Maitre Phone Numbers
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