Stephen Bauer Email & Phone Number
Financal Planner, Portfolio Manager @ Evergreen Financial Group
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Stephen Bauer Location
- Salt Lake City, UT, US
Stephen Bauer Work
- Financal Planner, Portfolio Manager @ (April 2025 - Present)
- Wealth Advisor @ (March 2023 - January 2025)
- Financial Planner @ (September 2021 - March 2023)
- Client Solutions Representative @ (November 2018 - September 2021)
- Team Manager @ (January 2018 - May 2018)
- Financial Services Representative II @ Scottrade (November 2016 - January 2018)
- Financial Services Representative @ Scottrade (February 2016 - November 2016)
Stephen Bauer Education
- University of Wyoming
Bachelor of Science (BS) (Finance Minor, Business Administration and Management, General)
- College for Financial Planning
Certificate (Financial Planning and Services)
- University of Wyoming College of Business
Bachelor of Business Administration (BBA) (Business)
- National Outdoor Leadership School
Leadership
Stephen Bauer Skills
- Communication
- Customer Satisfaction
- Customer Service
- Finance
- Financial Analysis
- Inventory Control
- Leadership
- Management
- Mentoring
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- PowerPoint
- Project Management
- Public Speaking
- Research
- Social Media
- Teamwork
- Sales
- Financial Reporting
Stephen Bauer Summary
- Stephen Bauer, based in Salt Lake City, UT, US, is currently a Financal Planner, Portfolio Manager at Evergreen Financial Group. Stephen Bauer brings experience from previous roles at Mercer Advisors and TD Ameritrade. Stephen Bauer holds a Bachelor of Science (BS) in Finance Minor, Business Administration and Management, General @ University of Wyoming. With a robust skill set that includes Communication, Customer Satisfaction, Customer Service, Finance, Financial Analysis and more. Stephen Bauer has 2 emails and 1 mobile phone numbers on RocketReach.
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