Sarah Bothner

Sarah Bothner serves as a Client Service Officer and Vice President at GreatBanc, where she works with ESOP-owned companies and their stakeholders to support the successful administration and ongoing management of employee stock ownership plans. She works closely with clients and the professionals involved in ESOP transactions to help navigate complex matters and deliver thoughtful, responsive service.

Prior to joining GreatBanc, Ms. Bothner acted as an ESOP advisor and IRC Section 1042 specialist at a global bank. She advised management teams and companies throughout all stages of their ESOP life cycle, from pre-transaction education to supporting mature ESOPs through acquisitions. Ms. Bothner is actively involved in the ESOP community and regularly speaks on ESOP-related topics at a national level. She is a member of the Public Policy Council of The ESOP Association, and she also serves on their Advisory Committee on Finance Issues.

Ms. Bothner graduated from Georgetown University with a double major in Finance and Operations & Information Management. She also holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning and the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. She strives to be a leader and teammate that her colleagues can trust, both professionally and personally.