Sarah Davies in

Sarah Davies

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Senior Marketing Manager at Netwealth
📍 Ashtead, England, United Kingdom

Sarah is a strategic marketer focused on the wealth management sector, specializing in data-led customer retention and loyalty campaigns. A graduate of the University of Nottingham, she has held senior roles at Netwealth and Fidelity International. Colleagues describe her as ambitious, intelligent, and hardworking.

She has specific experience managing large-scale data migration projects in addition to her day-to-day CRM and segmentation work.

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Experience
15 Years
Current Role
Senior Marketing Manager
Job Level
Middle
Location
Ashtead, England, United Kingdom
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Sarah cares about

Client Retention
Her experience focuses on driving multi-channel retention and customer engagement campaigns, particularly within the wealth management sector.
Wealth Management
She is a Senior Marketing Manager in the wealth sector, with roles at both Netwealth and Fidelity International focused on growing and retaining clients.
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Career

Work history

4-2025
Senior Marketing Manager
Netwealth
7-2019 - 4-2025
Senior Marketing Manager
Fidelity International
2-2017 - 7-2019
Campaign Manager
Newmarket Holidays
9-2009 - 1-2016
Marketing Manager
Newmarket Holidays
8-2009
Campaign Manager
Quark Inc.
In the press

Media appearances

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Education
1993 - 1996
Bachelor's Degree
University of Nottingham
A Levels
Alun High School, N Wales
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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