Warren Bausert Email & Phone Number
Regional Director @ VIP Insurance
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Warren Bausert Location
- Seaford, NY, US
Warren Bausert Work
- 2025 -now Regional Director @
- 2022 -2024 LPL Program Manager @
- 2017 -2022 Program Manager @ Sterling Wealth Services
- 2017 -2017 Program Manager @ LPL Financial Located at Astoria Bank
- 1997 -2017 Associate Program Director @ LPL Financial Located at Astoria Bank
- 1994 -1997 Program Director @ Greater Investment Services
- 1987 -1994 Vice President, Regional Sales Manager @ Dime Securities of NY
Warren Bausert Education
- The American College of Financial Services
CERTIFIED FINANCIAL PLANNER™
2013-2015 - The American College of Financial Services
Chartered Financial Consultant
2013-2015 - Fairleigh Dickinson University-College at Florham
Bachelor of Science (BS) (Finance and Economics)
1984-1986 - Marietta College 1982-1983
Warren Bausert Skills
- Financial Services
- Investments
- Program Management
- Risk Management
- PMO
- Retirement Planning
- Alternative Investments
- 401k
- Strategic Financial Planning
- Wealth Management
- Mutual Funds
- Loans
- Credit
- Leadership
- Insurance
- Retirement
- Strategy
- Securities
- Fixed Annuities
- Management
- Series 7
- Banking
- Series 63
- Portfolio Management
- Fixed Income
- Retail Banking
- Mortgage Lending
- Relationship Management
- Financial Advisory
- Cross Selling
- Asset Allocation
- Asset Management
- Life Insurance
- Business Planning
- Investment Advisory
- Wealth Management Services
- Wealth
- Investment Strategies
- Finance
- Series 6
- FINRA
- Financial Analysis
- Financial Risk
- AML
- Branch Management
- Financial Planning
- Securities Regulation
- Business Relationship Management
Warren Bausert Summary
- Warren Bausert, based in Seaford, NY, US, is currently a Regional Director at VIP Insurance. Warren Bausert brings experience from previous roles at Webster Investments, Sterling Wealth Services and LPL Financial Located at Astoria Bank. Warren Bausert holds a 2013 - 2015 CERTIFIED FINANCIAL PLANNER™ @ The American College of Financial Services. With a robust skill set that includes Financial Services, Investments, Program Management, Risk Management, PMO and more. Warren Bausert has 2 emails and 2 mobile phone numbers on RocketReach.
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