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Bob Lauer Location
Lake in the Hills, IL, US
Bob Lauer Work
2006 -now Wealth Management Advisor @
2006 -2014 Certified Financial Planner,(R) @
Bob Lauer Education
Western Illinois University
Bachelor of Arts (B.A.) (Finance, General)
1994-1998
Bob Lauer Skills
Investments
Wealth Management
Series 7
Portfolio Management
Fixed Income
Financial Modeling
Retirement Planning
Financial Analysis
Mutual Funds
Strategic Financial Planning
Capital Markets
Bloomberg
Asset Management
Banking
Securities
Leadership
Public Speaking
Sales
Strategic Planning
Microsoft Excel
Strategic Financial
Bob Lauer Summary
Bob Lauer, based in Lake in the Hills, IL, US, is currently a Wealth Management Advisor at Merrill Lynch. Bob Lauer brings experience from previous roles at Merrill Lynch. Bob Lauer holds a 1994 - 1998 Bachelor of Arts (B.A.) in Finance, General @ Western Illinois University. With a robust skill set that includes Investments, Wealth Management, Series 7, Portfolio Management, Fixed Income and more. Bob Lauer has 1 emails and 2 mobile phone numbers on RocketReach.
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