Dan Bauer
Directeur en chef des Investissements chez AllSquare Wealth Management LLC
Postes actifs de Dan Bauer
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur en chef des Investissements | 01/08/2010 | - |
| Compliance Officer | 01/08/2010 | - | |
| Trading-Equity | 01/08/2010 | - | |
| Gestionnaire de Portefeuille-Actions | 01/08/2010 | - |
Historique de carrière de Dan Bauer
Formation de Dan Bauer
| The College for Financial Planning, Inc. | Graduate Degree |
| Cornell University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
| 2 |
Opérationnelle
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
| Trading-Equity | 1 |
Sectorielle
| Consumer Services | 3 |
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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 |
