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
- 2024 -now Head of Asset Management Engagement @
- 2022 -2024 Co-Head, Strategic Relationship Management @
- 2022 -2024 Managing Director, Envestnet Asset Management Solutions @
- 2021 -2022 Director, Wellness Solutions Consultant @
- 2017 -2021 Managing Director @
- 2006 -2021 Director, National Accounts @
- 2003 -2006 Marketing Associate @
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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