Habby Bauer Email & Phone Number

Director, Financial Services and Insurance @ evolv Consulting

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Habby Bauer Location

New York, NY, US

Habby Bauer Work

Director, Financial Services and Insurance @ (September 2026 - Present)
Managing Principal | Strategy and Transformation – Financial Services @ Independent Consulting Practice (September 2024 - September 2026)
Client Partner, Financial Services @ (January 2026 - August 2026)
Managing Principal, Wealth and Asset Management | Client and Advisor Experience Lead @ (March 2022 - August 2024)
Principal Consultant @ (November 2020 - March 2022)
Office Head and Advisor Lead @ (June 2020 - November 2020)
Vice President, Wealth Management Advisor @ (January 2016 - June 2020)
Vice President, Wealth Management Advisor @ (January 2015 - January 2016)
Lead Consultant, Project Manager @ International Bank (January 2014 - January 2015)
Vice President, Private Banker and Capital Advisor @ (January 2006 - January 2013)
Vice President, Private Client Services @ (January 2005 - January 2006)
Private Banking Officer @ (January 2003 - January 2005)
Associate Banker @ (January 2002 - January 2003)
Financial Consultant @ (January 2000 - January 2002)

Habby Bauer Education

MIT Sloan School of Management
Executive Education
2021
The Wharton School
Executive Education
2021
University of Kentucky
Bachelor of Arts

Habby Bauer Skills

Consulting
Wealth Management
Digital Transformation
Solution Selling
Capital Markets
Risk Management
Financial Analysis
Competitive Analysis
Credit Analysis
Financial Markets
Project Management
Operational Planning
Private Banking
Financial Services
Financial Planning
User Experience (UX)
Credit
Business Development
Investments
Analytical Skills
Organizational Strategy
Portfolio Management
Agile Methodologies
Business Process Improvement
Customer Relationship Management (CRM)
Strategy
Negotiation
Leadership
Business Relationship Management
Management
Process Improvement
FinTech
Compliance Regulations
Solution Development
Solution Implementation
Strategy and Innovation
Enterprise Wide Solutions
OBIEE
AML
KYC
Business Strategy
Strategic Planning
Client & Advisor Experience
Client Acquisition
Client Relationship Management
Cross-Selling & Business Development
Digital Innovation
Enterprise & Digital Transformation
Enterprise Transformation
Executive Advisory
Go-to-Market Strategy
Growth Strategy
High-Net-Worth Clients
Investment Advisory
Lending & Credit Solutions
Lending Solutions
Operating Model Design
Operational Efficiency
Operational Strategy
Portfolio Construction
Private Wealth Management
Process Optimization
Program Management
Regulatory Compliance
Retirement & Estate Planning
Risk & Compliance
Risk Assessment
Risk Management & Compliance
Strategic Advisory
Strategy Development
Team Leadership
Wealth & Asset Management
Wealth & Asset Management Strategy
Wealth Planning
Alternative Investments
Product Marketing
Series 63
Fixed Income
Corporate Finance
Sales
Financial Modeling
Derivatives
RFP Generation
Asset Allocation
Equities
Mutual Funds
Sales Presentation Skills
Strategic Financial Planning
Business Process
Sales Presentation
Strategic Consulting
Strategic Financial
Sales Presentations
Series 7
Securities
Investment Management

Habby Bauer Summary

Habby Bauer, based in New York, NY, US, is currently a Director, Financial Services and Insurance at evolv Consulting. Habby Bauer brings experience from previous roles at Independent Consulting Practice, MojoTech, Capco and Advanced Development Services. Habby Bauer holds a Executive Education @ MIT Sloan School of Management. With a robust skill set that includes Consulting, Wealth Management, Digital Transformation, Solution Selling, Capital Markets and more. Habby Bauer has 3 emails and 3 mobile phone numbers on RocketReach.