Sarah Bunnell Location
Greenwich, CT, US
Sarah Bunnell Work
- 2025 - now Managing Director @ Everplans
- 2023 - 2025 Senior Vice President, Enterprise Accounts and Customer Success @ Everplans
- 2020 - 2023 Vice President, Enterprise Accounts and Customer Success @ Everplans
- 2017 - 2020 Director of Account Services @ Everplans
- 2009 - 2016 Global Relationship Management and Client Service @ Altrinsic Global Advisors, LLC
- 2008 - 2009 Marketing and Client Service Associate @ Fischer & Co.
- 2005 - 2008 Marketing and Client Service Coordinator @ Pzena Investment Management
- 2003 - 2005 Marketing Associate @ SHENKMAN CAPITAL MANAGEMENT, INC
- 2002 - 2003 Marketing Assistant @ U.S. Trust
Sarah Bunnell Education
- University of Massachusetts, Amherst
BA (English, Communications)
1997 - 2001
Sarah Bunnell Skills
- Customer Relationship Management (CRM)
- Investments
- Equities
- Hedge Funds
- Asset Management
- Marketing
- Alternative Investments
- Investment Strategies
- Asset Managment
- Australasia
Sarah Bunnell Summary
Sarah Bunnell, based in Greenwich, CT, US, is currently a Managing Director at Everplans. Sarah Bunnell brings experience from previous roles at Everplans and Altrinsic Global Advisors, LLC. Sarah Bunnell holds a 1997 - 2001 BA in English, Communications @ University of Massachusetts, Amherst. With a robust skill set that includes Customer Relationship Management (CRM), Investments, Equities, Hedge Funds, Asset Management and more. Sarah Bunnell has 3 emails and 2 mobile phone numbers on RocketReach.
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