Stephen Heitzmann Email & Phone Number
Managing Partner | CEO @ Bauer Heitzmann
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Stephen Heitzmann Location
- Colorado Springs, CO, US
Stephen Heitzmann Work
- Managing Partner | CEO @ (January 2020 - Present)
- Broker Dealer Risk, Compliance and Operations @ (May 2014 - August 2017)
- Senior Wealth Advisor - Vice President @ (September 2017 - December 2019)
- Co-Founder | CEO @ (September 2017 - December 2019)
- Registered Financial Advisor and Securities Broker @ (January 2011 - May 2014)
Stephen Heitzmann Education
- College for Financial Planning
Master of Science in Finance (MSF) (Finance)
2015-2017 - Colorado State University
Bachelor of Arts (Economics; Minor- Business)
2006-2010 - Yale School of Management
CPWA® Certification Registered Education Program (Wealth Management Theory & Practice)
2024
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 TIAA, Bauer Heitzmann, Altruistic Investing and T. Rowe Price. Stephen Heitzmann holds a 2015 - 2017 Master of Science in Finance (MSF) in Finance @ 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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