Daniel Bauer Email & Phone Number
Principal, Chief Investment Officer @ AllSquare Wealth Management, LLC
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Daniel Bauer Location
- Albany, NY, US
Daniel Bauer Work
- 2010 -now Principal, Chief Investment Officer @
- 2003 -2010 Registered Representative and Investment Advisor Representative @
- 2001 -2003 Registered Representative @
Daniel Bauer Education
- College for Financial Planning
MS (Financial Analysis)
2005-2007 - Cornell University
BS (Statistics)
1997-2001 - Guilderland High School 1993-1997
Daniel Bauer Skills
- Leadership
- Management
- Microsoft Excel
- Customer Service
- Financial Analysis
- Life Insurance
- Investments
- Staff Development
- Estate Planning
- Mergers and Acquisitions
Daniel Bauer Summary
- Daniel Bauer, based in Albany, NY, US, is currently a Principal, Chief Investment Officer at AllSquare Wealth Management, LLC. Daniel Bauer brings experience from previous roles at ING Financial Partners and Waddell & Reed. Daniel Bauer holds a 2005 - 2007 MS in Financial Analysis @ College for Financial Planning. With a robust skill set that includes Leadership, Management, Microsoft Excel, Customer Service, Financial Analysis and more. Daniel Bauer has 2 emails and 2 mobile phone numbers on RocketReach.
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