David Robert Bauman

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. David R.
Bauman is Financial Planning & Investment Adviser at Legacy Private Trust Co. Mr. Bauman was previously employed as Financial Advisor by Northwestern Mutual Wealth Management Co. Mr. Bauman holds a BA in history from Lawrence University, a JD from the University of Wisconsin, an MBA from the University of Wisconsin, and the Chartered Life Underwriter and Chartered Financial Consultant designations.

Precedenti posizioni note di David Robert Bauman

Società	Posizione	Fine
Legacy Private Trust Co. Legacy Private Trust Co. Investment ManagersFinance Legacy Private Trust Co. (Legacy) is an independent investment adviser headquartered in Neenah, Wisconsin. The firm was founded in 2004 by Joseph E. McGrane, Michael B. Mahlik and Nick Carver. Legacy provides customized wealth management with an emphasis on developing long-term personal client relationships to their clients who include individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments.	Gestore di Portafoglio-Azioni	01/02/2016
Northwestern Mutual Wealth Management Co. Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI.	Corporate Officer/Principal	-

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Formazione di David Robert Bauman

Lawrence University	Undergraduate Degree
University of Wisconsin	Graduate Degree

Esperienze
Posizioni ricoperte

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