Sarah Bauer
Head of Asset Management Engagement @Envestnet
Hartford, CT, US
EMAILS
s••••••••@envestnet.com
MOBILE NUMBERS
+12•••••••94
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WORK HISTORY
Mar 2024 — Present
Head of Asset Management Engagement @Envestnet
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SKILLS
Marketing StrategyMicrosoft ExcelSeries 7Investment AdvisoryManagementStrategic PlanningInvestmentsPortfolio ManagementInvestment StrategiesSeries 63RetirementStrategic Financial PlanningAsset ManagementRetirement PlanningAsset AllocationWealth ManagementMutual FundsSocial Media MarketingFinancial PlanningMarketingMicrosoft Word
ABOUT SARAH BAUER
Head of Asset Management Engagement
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