Stephen Heitzmann Email & Phone Number
Managing Partner | CEO @ Bauer Heitzmann
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Stephen Heitzmann Location
- Colorado Springs, CO, US
Stephen Heitzmann Work
- 2020 - now Managing Partner | CEO @
- 2017 - 2019 Senior Wealth Advisor - Vice President @
- 2017 - 2019 Co-Founder | CEO @
- 2014 - 2017 Broker Dealer Risk, Compliance and Operations @
- 2011 - 2014 Registered Financial Advisor and Securities Broker @
Stephen Heitzmann Education
- College for Financial Planning 2015 - 2017
- Colorado State University 2006 - 2010
- Yale School of Management 2024null
Stephen Heitzmann Skills
- Investments
- Mutual Funds
- Bonds
- Leadership
- Finance
- Financial Advisory
- ETFs
- Options Strategies
- Diversification
- Derivatives
- Ski
- Investment Products
- Customer Service
- Microsoft Excel
- Asset Management
- Financial Services
- Financial Analysis
- Management
- Series 7
- Microsoft Office
- Portfolio Management
- Securities
Stephen Heitzmann Summary
- Stephen Heitzmann, based in Colorado Springs, CO, US, is currently a Managing Partner | CEO at Bauer Heitzmann. Stephen Heitzmann brings experience from previous roles at Bauer Heitzmann, Altruistic Investing, TIAA and T. Rowe Price. Stephen Heitzmann holds a 2015 - 2017 College for Financial Planning. With a robust skill set that includes Investments, Mutual Funds, Bonds, Leadership, Finance and more. Stephen Heitzmann has 2 emails and 1 mobile phone numbers on RocketReach.
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Stephen Heitzmann
Managing Partner | CEO
Colorado Springs, CO, US
Top Bauer Heitzmann Employees
Stephen Heitzmann
Managing Partner | CEO
Colorado Springs, CO, US
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