Dan Bauer
Direttore degli Investimenti presso AllSquare Wealth Management LLC
Posizioni attive di Dan Bauer
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
AllSquare Wealth Management LLC
 AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Direttore degli Investimenti | 01/08/2010 | - |
| Responsabile della Conformità | 01/08/2010 | - | |
| Trading-Equity | 01/08/2010 | - | |
| Gestore di Portafoglio-Azioni | 01/08/2010 | - |
Storia della carriera di Dan Bauer
Formazione di Dan Bauer
| The College for Financial Planning, Inc. | Graduate Degree |
| Cornell University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
| 2 |
Posizioni
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
| Trading-Equity | 1 |
Settori
| Consumer Services | 3 |
| Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
AllSquare Wealth Management LLC
AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
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