Sarah Bauer Email & Phone Number
Head of Asset Management Engagement @ Envestnet, Inc
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Sarah Bauer Location
- Hartford, CT, US
Sarah Bauer Work
- Head of Asset Management Engagement @ (March 2024 - Present)
- Co-Head, Strategic Relationship Management @ (November 2022 - March 2024)
- Managing Director, Envestnet Asset Management Solutions @ (March 2022 - March 2024)
- Director, Wellness Solutions Consultant @ (March 2021 - January 2022)
- Managing Director @ (November 2017 - March 2021)
- Director, National Accounts @ (March 2006 - March 2021)
- Marketing Associate @ (January 2003 - February 2006)
Sarah Bauer Education
- UW-Stout Polytechnic
Sarah Bauer Skills
- Retirement Planning
- Wealth Management
- Series 7
- Asset Allocation
- Investment Advisory
- Mutual Funds
- Strategic Financial Planning
- Asset Management
- Investments
- Series 63
- Microsoft Word
- Strategic Planning
- Portfolio Management
- Investment Strategies
- Marketing Strategy
- Management
- Retirement
- Marketing
- Microsoft Excel
- Social Media Marketing
- Financial Planning
- Business Strategy
- Sales
Sarah Bauer Summary
- Sarah Bauer, based in Hartford, CT, US, is currently a Head of Asset Management Engagement at Envestnet, Inc. Sarah Bauer brings experience from previous roles at Envestnet, Inc and Symmetry Partners, LLC. Sarah Bauer holds a UW-Stout Polytechnic. With a robust skill set that includes Retirement Planning, Wealth Management, Series 7, Asset Allocation, Investment Advisory and more. Sarah Bauer has 2 emails and 2 mobile phone numbers on RocketReach.
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