Habby Bauer Email & Phone Number
Client Partner, Financial Services @ MojoTech
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Habby Bauer Location
- New York, NY, US
Habby Bauer Work
- Client Partner, Financial Services @ (January 2026 - Present)
- Managing Principal | Strategy and Transformation – Financial Services @ Independent Consulting Practice (September 2024 - Present)
- 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 - December 2015)
- Vice President, Private Banker and Capital Advisor @ (January 2006 - December 2013)
- Vice President, Private Client Services @ (January 2005 - January 2006)
- Private Banking Officer @ (January 2003 - December 2005)
- Associate Banker @ (January 2002 - January 2003)
- Financial Consultant @ (January 2000 - December 2002)
Habby Bauer Education
- MIT Sloan School of Management
Executive Education (Management & Leadership)
2021 - The Wharton School
Executive Education (Fintech Revolution: Transformative Financial Services and Strategies)
2021 - University of Kentucky
Bachelor of Arts (Political Science/Economics)
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
- 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 Client Partner, Financial Services at MojoTech. Habby Bauer brings experience from previous roles at Independent Consulting Practice, Capco, Advanced Development Services and TIAA. Habby Bauer holds a Executive Education in Management & Leadership @ 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.
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