Rick Sauerman Email & Phone Number
Co-founder, ClearSight Advisors | First VP, Investments | Senior Institutional Consultant
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Rick Sauerman Location
- Atlanta, GA, US
Rick Sauerman Work
- Co-founder, ClearSight Advisors | First VP, Investments | Senior Institutional Consultant @ ClearSight Advisors of Raymond James (June 2023 - Present)
- VP, Senior Retirement Plan Advisor @ (January 2015 - June 2023)
- VP, Portfolio Manager and Head of Global Research @ Quadrant Real Estate Advisors LLC (January 2011 - January 2015)
- Senior Investment Analyst @ (January 2010 - January 2011)
- Associate Portfolio Manager, Research Analyst @ (January 2006 - January 2010)
Rick Sauerman Education
- Samford University
Bachelor of Science (Business Administration)
- Indiana University Bloomington
Rick Sauerman Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg
- CMBS
- Capital IQ
- Capital Markets
- Commercial Real Estate
- Commercial Real Estate Analysis
- Credit Analysis
- Due Diligence
- Economics
- Equities
- FactSet
- Financial Analysis
- Financial Modeling
- Financial Research
- Financial Services
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investment Banking
- Investments
- Leadership
- MLP
- Microsoft Excel
- Microsoft Word
- Mutual Funds
- Portfolio Management
- PowerPoint
- REIT
- Risk Management
- Securities
- Strategic Planning
- Strategy
- Valuation
- Sales
- Management
Rick Sauerman Summary
- Rick Sauerman, based in Atlanta, GA, US, is currently a Co-founder, ClearSight Advisors | First VP, Investments | Senior Institutional Consultant at ClearSight Advisors of Raymond James. Rick Sauerman brings experience from previous roles at NFP Retirement Division, Quadrant Real Estate Advisors LLC, John Hancock Life Insurance Company (U.S.A.) and RBC. Rick Sauerman holds a Bachelor of Science in Business Administration @ Samford University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg and more. Rick Sauerman has 2 emails and 4 mobile phone numbers on RocketReach.
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