Executive Assistant

Sarah Dunbar

As an Executive Assistant, Sarah provides executive-level support to the Director of Client Advisory and Senior Client Advisors of Crestone’s Client Advisory team.  

Sarah is a key team player in facilitating communication between Crestone clients and the Advisory team. Her primary responsibilities include managing calendars, providing client-related support, scheduling and preparing for meetings, and quarterly investment reporting.

Prior to joining Crestone in 2016, Sarah worked as an Executive Assistant for the Finance and Operations team at Romax Technology, an engineering consultancy, between 2014 and 2016.  Before that, she worked as a Portfolio Delivery Consultant with companies such as RSA Insurance, QBE Insurance, The Prudential, UBS, Santander, and Reuters.

Sarah received her advanced diploma in recreation management and business administration from South Bank Institute in Brisbane, Australia. She has her Prince2 Certification in program and project methodology and her PPSO Certification in program and project support office, both from the United Kingdom.

On a professional level, what are your biggest accomplishments?
Working in financial services in Europe, Australia and America on large scale programs of industry change and improvement.
What personal accomplishment are you most proud of?
Completing the Nice Ironman competition.
What do you love to do outside of work?
Hike, run, open water swimming and making the most of Colorado's great outdoors.