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Sharon Bachert - Email & Phone Number

Client Services Manager at Clifford Swan Investment Counselors

Sharon Bachert is based out of Pasadena, California, United States and works at Clifford Swan Investment Counselors as Client Services Manager.

Sharon Bachert's Contact Information

Sharon Bachert's Work email
s*****@cliffo***.com
Valid
Latest update
October 14, 2025
Location
Pasadena, California, United States

Sharon's current employer

Clifford Swan Investment Counselors logo

Clifford Swan Investment Counselors

Description
Clifford Swan Investment Counselors advises individuals, families and institutions, crafting tailored strategies for wealth preservation ...
HQ Location
Pasadena, CA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Sharon Bachert

What company is Sharon Bachert working for?
Sharon Bachert works for Clifford Swan Investment Counselors.
What is Sharon Bachert's function at Clifford Swan Investment Counselors?
Sharon Bachert is Client Services Manager at Clifford Swan Investment Counselors.
Where is Sharon Bachert based?
Sharon Bachert is based out of Pasadena, California, United States.
What is Sharon Bachert's work email address?
Sharon Bachert's professional email address is s*****@cliffo***.com
Who are Sharon Bachert's co-workers?
Sharon Bachert's colleagues are Peter Boyle, Cindy Koivu, Rick Adler, Lloyd Wong, Murcy Huang, Erica White, Daniel Mintz, Max Pray, Gretchen Lee, David Lin, Kevin Cavanaugh, Kathleen Gilmore, George Hasbun, Carlota Venegas.
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Sharon's co-workers

Peter Boyle avatar
Peter Boyle
Chief Executive Officer
Cindy Koivu avatar
Cindy Koivu
Head Trader / Compliance Assistant
Rick Adler avatar
Rick Adler
Director
Lloyd Wong avatar
Lloyd Wong
Investment Counselor
Murcy Huang avatar
Murcy Huang
Fixed Income Portfolio Manager
Erica White avatar
Erica White
Investment Counselor, Principal
Daniel Mintz avatar
Daniel Mintz
Principal
Max Pray avatar
Max Pray
Partner
Gretchen Lee avatar
Gretchen Lee
Chief Compliance Officer
David Lin avatar
David Lin
Principal & Portfolio Manager/Advisor
Kevin Cavanaugh avatar
Kevin Cavanaugh
Investment Counselor
Kathleen Gilmore avatar
Kathleen Gilmore
Principal
George Hasbun avatar
George Hasbun
Investment Counselor
Carlota Venegas avatar
Carlota Venegas
Investment Counselor, CFP®, CDFA®, CRPC®
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