Sarah Burdette

Sarah Burdette Email and Phone Number

Director of Client Service at Whitegate Investment Counselors, Inc. @ Whitegate Investment Counselors, Inc.
Sarah Burdette's Location
Concord, New Hampshire, United States, United States
Sarah Burdette's Contact Details

Sarah Burdette work email

Sarah Burdette personal email

n/a
About Sarah Burdette

I have over 20 years of experience in the financial services industry. I started with the Private Client Group at Merrill Lynch in January 2001, and worked in the Portsmouth, Concord and Manchester, NH offices as a Senior Registered Client Associate and assistant to the branch managers at all three locations. I made the move to Harvest Capital Management in June of 2014, where I specialized in client service, data management, special events and trading support, before moving to Taylor, Cottrill, Erickson & Associates in 2018.

Sarah Burdette's Current Company Details
Whitegate Investment Counselors, Inc.

Whitegate Investment Counselors, Inc.

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Director of Client Service at Whitegate Investment Counselors, Inc.
Sarah Burdette Work Experience Details
  • Whitegate Investment Counselors, Inc.
    Director Of Client Service
    Whitegate Investment Counselors, Inc. Mar 2018 - Present
    Concord, Nh
    View
  • Harvest Capital Management, Inc
    Client Service Associate
    Harvest Capital Management, Inc Jun 2014 - Feb 2018
    Concord, Nh
    Provides primary support for client service, client development efforts, equity trading and account maintenance. Also responsible for special projects.
  • Merrill Lynch
    Registered Senior Client Associate
    Merrill Lynch Jan 2001 - Jun 2014
    Passed Series 7 & Series 66 exams. Responsible for client account opening, maintenance, and trading. Assistant to Resident Manager.
    View

Sarah Burdette Skills

Client Services Customer Service Financial Services Money Transfers Salesforce.com Microsoft Excel Website Updating Data Mining Family Office Banking Financial Analysis Investments Microsoft Office Financial Reporting Client Relations

Sarah Burdette Education Details

Frequently Asked Questions about Sarah Burdette

What company does Sarah Burdette work for?

Sarah Burdette works for Whitegate Investment Counselors, Inc.

What is Sarah Burdette's role at the current company?

Sarah Burdette's current role is Director of Client Service at Whitegate Investment Counselors, Inc..

What is Sarah Burdette's email address?

Sarah Burdette's email address is sb****@****cap.com

What schools did Sarah Burdette attend?

Sarah Burdette attended Plymouth State University.

What skills is Sarah Burdette known for?

Sarah Burdette has skills like Client Services, Customer Service, Financial Services, Money Transfers, Salesforce.com, Microsoft Excel, Website Updating, Data Mining, Family Office, Banking, Financial Analysis, Investments.

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