Sara Tegan, CTFA
Sara joined Midland Trust Company in 2018 as a Trust Administrator, bringing with her almost a decade of experience in retail banking and compliance. In her current role, she is responsible for guiding clients through the administrative process, answering questions and providing timely responses to their requests. Sara delivers exceptional service and focuses on building relationships with each of her clients. She is fluent in written and spoken Spanish.
Sara obtained her bachelor’s degree in Economics with a major in Marketing from the Catholic University of Santiago de Guayaquil. She is a graduate of Cannon Financial Institute and holds the Certified Trust and Fiduciary Advisor (CTFA) designation. Sara has a passion for learning and personal growth and participated in Midland’s leadership development program. She chairs the Wealth Management charter for Midland Women and is a member of the Diversity and Inclusion Council.