David Bauman Email & Phone Number
Senior Financial Advisor @ Merrill Lynch
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David Bauman Location
- Green Bay, WI, US
David Bauman Work
- 2017 -now Senior Financial Advisor @
- 2014 -2016 Financial Planning and Investment Advisor @
- 2010 -2014 Trust Investment Officer @
- 2000 -2008 Financial Representative @
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
- Estate Planning
- Planning
- Insurance
- Retirement Planning
- 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 Senior Financial Advisor 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, MBA @ Wisconsin School of Business. With a robust skill set that includes Estate Planning, Planning, Insurance, Retirement Planning, Financial Planning and more. David Bauman has 2 emails and 1 mobile phone numbers on RocketReach.
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