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
- 2025 -now Financal Planner, Portfolio Manager @
- 2023 -2025 Wealth Advisor @
- 2021 -2023 Financial Planner @
- 2018 -2021 Client Solutions Representative @
- 2018 -2018 Team Manager @
- 2016 -2018 Financial Services Representative II @
- 2016 -2016 Financial Services Representative @
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
- Leadership
- Teamwork
- Communication
- Customer Service
- Microsoft Office
- Microsoft Word
- PowerPoint
- Public Speaking
- Microsoft Excel
- Research
- Project Management
- Mentoring
- Inventory Control
- Customer Satisfaction
- Sales
- Financial Reporting
- Management
- Social Media
- Finance
- Financial Analysis
- Microsoft PowerPoint
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), Finance Minor in Business Administration and Management, General @ University of Wyoming. With a robust skill set that includes Leadership, Teamwork, Communication, Customer Service, Microsoft Office and more. Stephen Bauer has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Evergreen Financial Group Employees
Stephen Bauer
Financal Planner, Portfolio Manager
Salt Lake City, UT, US
Tim Bauer
Founder and President
United States
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