2017 -
2018 Business Development - Sales and Customer Engagement @
2016 -
2017 Customer Service Manager and Account Manager @ CX Alliance Management
2014 -
2015 Vice President - Financial Advisor @
2011 -
2014 Vice President - Financial Advisor @
2004 -
2011 Vice President - Financial Consultant @
Michael Lauer Education
UCSD
Bachelor of Arts (B.A.) (Psychology with an empahsis in French Literature)
Lowell High School San Francisco
High School (San Francisco's premier magnet high school ranked in the top 50 public high schools in the US.)
Michael Lauer Skills
Sales Process
Consultative Selling
Customer Service
Customer Relationship Management (CRM)
Finance
Portfolio Management
Financial Planning
Investments
Mathematics
Data Analysis
Data Mining
Mutual Funds
Retirement Planning
Securities
Financial Services
Wealth Management
Strategic Planning
Sales
Sales Management
Account Management
Customer Experience
Lead Generation
Customer Engagement
Series 7
Business Development
Microsoft Excel
Microsoft Office
Written Communication
Training & Development
Leadership
Management
Account Executive
Michael Lauer Summary
Michael Lauer, based in California, United States, is currently a Business Development Consultant at Business Consultant. Michael Lauer brings experience from previous roles at Robert Half, tray.io, La Boulangerie de San Francisco and CX Alliance Management. Michael Lauer holds a Bachelor of Arts (B.A.) in Psychology with an empahsis in French Literature @ UCSD. With a robust skill set that includes Sales Process, Consultative Selling, Customer Service, Customer Relationship Management (CRM), Finance and more. Michael Lauer has 1 emails and 1 mobile phone numbers on RocketReach.
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