Sara Bernard Email & Phone Number
Managing Director, Client and Wealth Advisory @ Chilton Trust
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Sara Bernard Location
- Chicago, IL, US
Sara Bernard Work
- 2024 -now Managing Director, Client and Wealth Advisory @
- 2022 -2024 Managing Director, Head of Client Advisory @
- 2012 -2022 Senior Vice President, Head of Client Advisory @
- 2010 -2012 Trunk Club @
- 2007 -2010 Research Analyst @
- 2006 -2006 Research and Trading and Investor Relations Intern @
Sara Bernard Education
- University of Virginia
BA (English Language and Literature)
2003-2007 - Deerfield Academy
High School
2000-2003 - Greenwich Academy 1995-2000
Sara Bernard Skills
- Business Development
- Wealth Management
- Estate Planning
- Hedge Funds
- Investments
- Equities
- Bloomberg
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Marketing Strategy
- Salesforce.com
- Direct Sales
- Financial Modeling
- Leadership
- Public Relations
- Valuation
Sara Bernard Summary
- Sara Bernard, based in Chicago, IL, US, is currently a Managing Director, Client and Wealth Advisory at Chilton Trust. Sara Bernard brings experience from previous roles at Chilton Trust, The Trunk Club and Chilton Investment Company. Sara Bernard holds a 2003 - 2007 BA in English Language and Literature @ University of Virginia. With a robust skill set that includes Business Development, Wealth Management, Estate Planning, Hedge Funds, Investments and more. Sara Bernard has 1 emails and 1 mobile phone numbers on RocketReach.
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