Client Services
Current
Aug 2022 - Present
AeroLeads people directory · profile
Blake Bauer Email & Phone Number
Client Services at TCW Group
at
The TCW Group
1 work email found
@tcw.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Client Services at TCW Group
Location
Los Angeles Metropolitan Area, United States, United States
Who is Blake Bauer? Overview
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Quick answer
Blake Bauer is listed as Client Services at TCW Group at The TCW Group, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at tcw.com and a matched LinkedIn profile for Blake Bauer.
Blake Bauer previously worked as Client Services at The Tcw Group and Advisor Services Specialist at Assetmark. Blake Bauer holds Bachelor Of Business Administration - Bba, Management from Loyola Marymount University, College Of Business Administration.
Company email context
Email format at The TCW Group
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{first}.{last}@tcw.com
86% confidence
AeroLeads found 1 current-domain work email signal for Blake Bauer. Compare company email patterns before reaching out.
Profile bio
About Blake Bauer
I am a driven professional looking to grow within the financial services industry. I have gained valuable experience in relationship building and financial planning. Through my passion of learning the financial services industry, I have obtained my licensing for the Series 6, 7, 63, 65 as well as Life, Accident and Health Insurance.
Current workplace
Blake Bauer's current company
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5 roles
Blake Bauer work experience
A career timeline built from the work history available for this profile.
Advisor Services Specialist
- Provide telephone-based training and support to 25-30 Advisors per day in need of platform assistance
- Foster and grow relationships with Advisors, maintaining a strong customer satisfaction rating of 93%
- Use professional and positive communication to assist in the resolving of disputes
- Communicate procedures of documentation requirements needed for Advisor requests
Mar 2022 - Jul 2022
Financial Advisor & Registered Representative
- Provided clients with solutions to a variety of financial needs in insurance, investments, and retirement planning
- Fostered and grew relationships with clients, maintaining a strong customer satisfaction rating of +90%
- Designed/implemented financial reports based on investment goals, risk tolerance, and protection needs
- Performed market research on various funds to discover and evaluate investment opportunities
Aug 2020 - Mar 2022
Client Relations Intern
- Called on financial advisors, estate planning attorneys and CPAs to build relationships for referrals
- Accounted for the updating of 200 prospect contacts per day in company database
- Took charge of bi-monthly newsletter and seminar invitation mailings to clients and prospects
- Convinced prospects to attend seminars on estate planning
May 2019 - Aug 2019
Valet Attendant
- Was awarded employee of the 2nd quarter twice for years 2017 and 2018
- Accounted for 50-100 parking tickets and transactions each day
- Took on supervisor duties such as; handling claims, leading the team
- Worked in a group setting emphasizing team work
Aug 2016 - Aug 2018
3 education records
Blake Bauer education
Bachelor Of Business Administration - Bba, Management
Loyola Marymount University, College Of Business Administration
Associate Of Arts - Aa, Business Administration
Santa Monica College
Education record
Palos Verdes Peninsula High School
FAQ
Frequently asked questions about Blake Bauer
Quick answers generated from the profile data available on this page.
What company does Blake Bauer work for?
Blake Bauer works for The TCW Group.
What is Blake Bauer's role at The TCW Group?
Blake Bauer is listed as Client Services at TCW Group at The TCW Group.
What is Blake Bauer's email address?
AeroLeads has found 1 work email signal at @tcw.com for Blake Bauer at The TCW Group.
Where is Blake Bauer based?
Blake Bauer is based in Los Angeles Metropolitan Area, United States, United States while working with The TCW Group.
What companies has Blake Bauer worked for?
Blake Bauer has worked for The Tcw Group, Assetmark, Western & Southern Financial Group, Ats Advanced Trustee Strategies, and Ace Parking.
How can I contact Blake Bauer?
You can use AeroLeads to view verified contact signals for Blake Bauer at The TCW Group, including work email, phone, and LinkedIn data when available.
What schools did Blake Bauer attend?
Blake Bauer holds Bachelor Of Business Administration - Bba, Management from Loyola Marymount University, College Of Business Administration.
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