
Sharon Bunker
Portfolio Manager Associate, Client Relationship Manager
Old Port Advisors
United States, Oregon, Portland
About Me
Sharon joined Old Port Advisors in 2016 as a Client Administrator. In her current role as Client Relationship Manager, she works with clients and advisors in the implementation and maintenance of accounts as well as planning and related areas. Sharon has earned the Chartered Retirement Plan Specialist (CRPS®) and Financial Paraplanner Qualified Professional (FPQP®) designations conferred by the College for Financial Planning. She is also a licensed Notary Public. Sharon brings over 20 years of Financial Services experience having held previous positions with Commonwealth Financial Network, NVEST Financial Group and Ameriprise Financial Services. Sharon and her husband, Dewey, reside in Gorha
Profile Information
Portfolio Manager Associate, Client Relationship Manager
Old Port Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Portland
Oregon
United States
May 16, 2024
More profiles to browse
JF
Jason Foster
Vice President, Senior Wealth Advisor, Portfolio Manager
Fredric Williams
Founder and Managing Director
CR
Clifford Ryan
Senior Wealth Advisor
Erica Bly
Portfolio Manager Associate, Chief Compliance Officer, Client Relationship Manager
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc