Profil
Sarah Jean Yakel is the founder of Meridian Financial Partners LLC, which is founded in 2015.
She held the title of Partner at the firm.
Currently, she holds multiple positions, including Director at Oak View National Bank since 2020, Independent Director at Oak View Bankshares, Inc. since 2021, and is a Member of the Financial Planning Association and a Founding Member of Leadership Fauquier.
Ms. Yakel received her undergraduate degree from Campbell University in 1999.
Aktive Positionen von Sarah Yakel
| Unternehmen | Position | Beginn |
|---|---|---|
| OAK VIEW BANKSHARES, INC. | Direktor/Vorstandsmitglied | 21.05.2021 |
Meridian Financial Partners LLC
Meridian Financial Partners LLC Investment ManagersFinance Meridian builds intelligent, low-cost, diversified portfolios that seek to minimize expenses and mitigate tax impact. The firm uses Charles Schwab as their third-party custodian of client assets. | Gründer | 01.07.2015 |
Oak View National Bank
Oak View National Bank Major BanksFinance Operates as a nationally chartered commercial bank | Direktor/Vorstandsmitglied | 25.02.2020 |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Corporate Officer/Principal | - |
Leadership Fauquier
Leadership Fauquier Miscellaneous Commercial ServicesCommercial Services Provides leadership program services | Corporate Officer/Principal | - |
Ausbildung von Sarah Yakel
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Campbell University
Campbell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Commercial Services |
Oak View National Bank
Oak View National Bank Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Meridian Financial Partners LLC
Meridian Financial Partners LLC Investment ManagersFinance Meridian builds intelligent, low-cost, diversified portfolios that seek to minimize expenses and mitigate tax impact. The firm uses Charles Schwab as their third-party custodian of client assets. | Finance |
Leadership Fauquier
Leadership Fauquier Miscellaneous Commercial ServicesCommercial Services Provides leadership program services | Commercial Services |
Oak View Bankshares, Inc.
Oak View Bankshares, Inc. Major BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
















