Sarah Armstrong

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Profile

Ms. Sarah Armstrong was previously employed as Venture Analyst by Excell Partners, Inc., an Analyst by Ameriprise Financial Services, Inc., an Analyst by Valley National Bank (Passaic, New Jersey), and an Analyst by Howe & Rusling, Inc. She received her undergraduate degree from the University of California, Santa Barbara.

Former positions of Sarah Armstrong

Companies	Position	End
Ameriprise Financial Services LLC Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	30/05/2012
Valley National Bank (Passaic, New Jersey) Valley National Bank (Passaic, New Jersey) Major BanksFinance Provides national commercial banking services	Corporate Officer/Principal	31/12/2010
Howe & Rusling, Inc. Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis.	Corporate Officer/Principal	-
Excell Partners, Inc. Excell Partners, Inc. Investment ManagersFinance Excell Partners invests in companies located in the United States, primarily in New York. The firm focuses on medical devices, materials, energy, biotech and IT/Software sectors. It provides equity and convertible debt for pre-seed, seed and early stage capital requirements with an investment size of up to USD 1.5 million per round. It acts as a lead investor and also makes co-investments.	Private Equity Analyst	-

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Private companies	5
Howe & Rusling, Inc. Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis.	Finance
Ameriprise Financial Services LLC Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Valley National Bank (Passaic, New Jersey) Valley National Bank (Passaic, New Jersey) Major BanksFinance Provides national commercial banking services	Finance
University of California, Santa Barbara University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Excell Partners, Inc. Excell Partners, Inc. Investment ManagersFinance Excell Partners invests in companies located in the United States, primarily in New York. The firm focuses on medical devices, materials, energy, biotech and IT/Software sectors. It provides equity and convertible debt for pre-seed, seed and early stage capital requirements with an investment size of up to USD 1.5 million per round. It acts as a lead investor and also makes co-investments.	Finance