Sarah Bunnell

Managing Director, Business Development & Enterprise Accounts

Role
Managing Director at Everplans
Location
Greenwich, CT, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Sarah Bunnell

Positive and entrepreneurial client service professional specializing in making customers successful. Focused on relationship management, marketing and all aspects of enterprise account services.

Experience

  1. Managing Director

    Everplans

    Aug 2025 — Present · New York, NY, US

Education

  • University of Massachusetts Amherst

    BA, English, Communications

    1997 — 2001

Skills

  • Client Services
  • Investment Strategies
  • Alternative Investments
  • Financial Technology
  • Social Media
  • Factset
  • Business Development
  • Fundraising
  • Investments
  • Global Marketing
  • Relationship Management
  • Australasia
  • Microsoft Office
  • Financial Tracking
  • Building Relationships
  • Equities
  • Marketing
  • Asset Management
  • Event Planning
  • Market Research
  • Client Co-Ordination
  • Business Relationship Management
  • Global Business Development
  • Mutual Funds
  • Hedge Funds
  • Powerpoint
  • Financial Services
  • Asset Managment
  • Client Development

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Sarah Bunnell — Managing Director at Everplans in Greenwich, CT, US | Unifers