David Bauman Email & Phone Number
Wealth Management Advisor, Assistant Vice President @ Merrill Lynch
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David Bauman Location
- Green Bay, WI, US
David Bauman Work
- Wealth Management Advisor, Assistant Vice President @ (May 2017 - Present)
- Financial Planning and Investment Advisor @ (June 2014 - February 2016)
- Trust Investment Officer @ (November 2010 - June 2014)
- Financial Representative @ (September 2000 - August 2008)
David Bauman Education
- Wisconsin School of Business
Masters of Business Administration (MBA)
2008-2010 - University of Wisconsin Law School
Juris Doctor (J.D.)
1997-2000 - Lawrence University
Bachelor's Degree
1993-1997
David Bauman Skills
- Customized Investment Strategies
- Estate and Wealth Planning
- Financial Advisor
- Portfolio Investment Management
- Retirement Planning
- Estate Planning
- Planning
- Insurance
- Financial Planning
- Portfolio Management
- Financial Modeling
- Investments
- Finance
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Financial Analysis
- Project Planning
- Research
- Series 7
- Securities
- Investment Management
- Equities
David Bauman Summary
- David Bauman, based in Green Bay, WI, US, is currently a Wealth Management Advisor, Assistant Vice President at Merrill Lynch Wealth Management. David Bauman brings experience from previous roles at Legacy Private Trust Company and Northwestern Mutual. David Bauman holds a 2008 - 2010 Masters of Business Administration in MBA @ Wisconsin School of Business. With a robust skill set that includes Customized Investment Strategies, Estate and Wealth Planning, Financial Advisor, Portfolio Investment Management, Retirement Planning and more. David Bauman has 2 emails and 1 mobile phone numbers on RocketReach.
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