William Bauer Email
VP, Senior Financial Consultant @ Charles Schwab
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William Bauer Location
- New York, NY, US
William Bauer Work
- VP, Senior Financial Consultant @ (July 2020 - Present)
- Institutional Sales and Trading @ Clearview Trading Advisors, Inc. (May 2017 - July 2020)
- Wealth Management @ (April 2017 - May 2017)
- Wealth Management @ (December 2015 - April 2017)
- DIRECTOR OF ETF SALES AND TRADING @ (January 2010 - January 2011)
- VICE PRESIDENT @ Knight Equity Markets (January 2009 - January 2010)
- MANAGING DIRECTOR @ (January 2007 - January 2009)
- VICE PRESIDENT @ (January 2006 - January 2007)
- MANAGING DIRECTOR @ (January 2005 - January 2006)
William Bauer Education
- University of Hartford
(Finance)
William Bauer Skills
- Leadership
- Team Building
- PowerPoint
- Banking
- Revenue And Profit Growth
- Sales
- Business Networking
- Portfolio Management
- Financial Modeling
- Investments
- Relationship Management
- Negotiation
- Finance
- Strategy
- Financial Services
- Sales Management
- Equities
- Microsoft Office
- Relationship Building
- Microsoft Word
- Microsoft Excel
- Asset Management
- Training
- Customer Service
- Business Strategy
- Management
- ETFs
- Research
- Trading
- Equity Derivatives
- Options
- Financial Markets
- Institutional Sales
- Asset Allocation
- Fund of Funds
- Investment Strategies
- Risk Management
- Financial Analysis
- Institutional
William Bauer Summary
- William Bauer, based in New York, NY, US, is currently a VP, Senior Financial Consultant at Charles Schwab. William Bauer brings experience from previous roles at Clearview Trading Advisors, Inc., J.P. Morgan, Morgan Stanley and Ticonderoga Securities LLC. William Bauer holds a University of Hartford. With a robust skill set that includes Leadership, Team Building, PowerPoint, Banking, Revenue And Profit Growth and more. William Bauer has 2 emails on RocketReach.
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