Sarah Bunnell Email & Phone Number
Managing Director @ Everplans
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Sarah Bunnell Location
- Greenwich, CT, US
Sarah Bunnell Work
- Managing Director @ (August 2025 - Present)
- Senior Vice President, Enterprise Accounts and Customer Success @ (June 2023 - August 2025)
- Vice President, Enterprise Accounts and Customer Success @ (January 2020 - June 2023)
- Director of Account Services @ (October 2017 - January 2020)
- Global Relationship Management and Client Service @ (November 2009 - December 2016)
- Marketing and Client Service Associate @ Fischer & Co. (April 2008 - June 2009)
- Marketing and Client Service Coordinator @ (April 2005 - April 2008)
- Marketing Associate @ (May 2003 - March 2005)
- Marketing Assistant @ (January 2002 - May 2003)
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
- Relationship Management
- Client Development
- Building Relationships
- Business Development
- Financial Services
- Global Business Development
- PowerPoint
- Event Planning
- Microsoft Office
- Social Media
- Fundraising
- Client Co-ordination
- Business Relationship Management
- Global Marketing
- factset
- Client Services
- Mutual Funds
- Market Research
- Financial Tracking
- Financial Technology
- Public Speaking
- Presentation Skills
- Volunteering
- Enterprise Software
- Longevity
- Global Business
- Differentiation
- Client Co Ordination
- Bloomberg
- Finance
- Services
- Sales
- Business Relationship
- Apx
- Research
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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