SARA STORCH,
CFP®
Sara works in the Institutional Retirement Practice Area at
Blue Prairie Group. As a Senior Client Relationship Manager, she
partners with investment committees to improve their company
retirement plans and ensure their needs are met with the highest
standard of service and care.
Prior to Blue Prairie Group, Sara worked in Boston at Columbia
Management, the asset management arm of Bank of America, where she
was responsible for the sales and servicing of mutual funds, 529
plans and small to mid-sized retirement plans. Prior to this, she
was a fully licensed assistant to a financial planner, aiding in
service, portfolio design and creating customized deliverables.
Sara graduated from the University of Michigan in Ann Arbor, with a
BA in Economics. She holds Series 7 and 66 licenses, as well as
Life, Accident and Health. She earned her Certified Financial
Planner™ designation in 2007.
CARLY
PRENTICE
Carly works in the
Institutional Retirement Practice Area at Blue Prairie Group. She
partners with investment committees to improve their company
retirement plans and ensure their needs are met with the highest
standard of service and care.
Prior to taking on the Client Relationship Manager role at Blue
Prairie Group, she worked in the Investment Analytics Group for two
years. In that capacity she was responsible for in-depth data
analysis and reports including investment monitoring, fund
replacement analysis, and manager search. Carly graduated from the
University of Illinois at Chicago with majors in Economics and
Finance. She holds a Series 65 license.
NICOLE GABLE
Nicole Gable is a Client
Relationship Manager for Blue Prairie Group’s Wealth Management and
Executive Financial Planning Practice Areas, aiding in analysis and
implementation of BPG’s investment decisions. She works with Blue
Prairie Group’s Wealth Management and Executive Financial Planning
clients to provide exceptional service and support.
Prior to joining Blue Prairie
Group, Nicole worked at IBM Corporation as Client Manager, working
with Fortune 100 clients as the single point of contact with
companies such as McDonald’s worldwide. She was nominated for and
awarded IBM’s prestigious 100% Club Annual Sales Merit based on
demonstration of leadership skills and client satisfaction ingenuity.
Nicole graduated from Boston
University, School of Management, in 2002 with concentrations in
Finance and Economics. She also studied at Oxford University in the
U.K. and Universidad de Salamanca in Spain. She holds Series 65 and
66 licenses, and is fluent in Spanish and Portuguese.
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