Financial Advisor - Senior Vice President - Wealth Management @ (February 2016 - March 2026)
Financial Advisor - First Vice President - Wealth Management @ (February 2009 - February 2016)
Assistant Vice President @ (February 2002 - February 2009)
Hans Auer Education
St. Bonaventure University
BS (Business Administration)
1989-1993
Hans Auer Skills
Series 7
Strategic Financial Planning
Asset Management
Wealth Management
Estate Planning
Project Management
Investments
Leadership
Business Development
Separately Managed Accounts
Alternative Investments
Customer Service
Mutual Funds
Microsoft Excel
Fixed Income
Credit
Banking
Investment Strategies
Credit Analysis
Due Diligence
Finance
Management
Strategy
Insurance
New Business Development
Defined Benefit
Portfolio Management
Financial Analysis
Retirement Planning
Securities
Budgets
Hans Auer Summary
Hans Auer, based in Jamestown, NY, US, is currently a Financial Advisor - Managing Director - Wealth Management at UBS. Hans Auer brings experience from previous roles at UBS and Merrill Lynch. Hans Auer holds a 1989 - 1993 BS in Business Administration @ St. Bonaventure University. With a robust skill set that includes Series 7, Strategic Financial Planning, Asset Management, Wealth Management, Estate Planning and more. Hans Auer has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Hans Auer?
Find contact details for 700 million professionals.