David Bauer Email & Phone Number
Director Investment Management @ Shepherd Financial, LLC
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David Bauer Location
- Carmel, IN, US
David Bauer Work
- Director Investment Management @ (February 2015 - Present)
- Investment Manager @ OneAmerica Financial Partners, Inc. (January 2005 - January 2015)
- Plan Services Supervisor @ OneAmerica Financial Partners, Inc. (January 2003 - January 2005)
David Bauer Education
- Purdue University
BS (Financial Counseling and Planning)
David Bauer Skills
- 401k
- Consulting
- ERISA
- FINRA
- Fiduciary Management
- Financial Planning
- Investment Advisory
- Investment Mo
- Investment Portfolio Design
- Product Development
- Project Management
- Qualified Retirement Plans
- Retirement Plan Consulting
- Series 7
- Team Management
- Wealth Management
David Bauer Summary
- David Bauer, based in Carmel, IN, US, is currently a Director Investment Management at Shepherd Financial, LLC. David Bauer brings experience from previous roles at OneAmerica Financial Partners, Inc.. David Bauer holds a BS in Financial Counseling and Planning @ Purdue University. With a robust skill set that includes 401k, Consulting, ERISA, FINRA, Fiduciary Management and more. David Bauer has 2 mobile phone numbers on RocketReach.
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