Associate Wealth Manager
Current
Sep 2023 - Present
AeroLeads people directory · profile
Blake Bauer Email & Phone Number
Helping Grow and Preserve wealth
at
Clarity Capital Partners
1 work email found
@firstrepublic.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Helping Grow and Preserve wealth
Location
Newport Beach, California, United States
Company size
Who is Blake Bauer? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Blake Bauer is listed as Helping Grow and Preserve wealth at Clarity Capital Partners, a company with 8 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at firstrepublic.com and a matched LinkedIn profile for Blake Bauer.
Blake Bauer previously worked as Associate Wealth Manager at Clarity Capital Partners and Digital Specialist at Jpmorgan Chase & Co.. Blake Bauer holds Ba, Political Science from University Of Washington.
Company email context
Email format at Clarity Capital Partners
This section adds company-level context without repeating Blake Bauer's masked contact details.
{first_initial}{last}@firstrepublic.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
Experienced Digital Advisor with a proven track record of success through a dedicated work ethic, adaptability to dynamic client needs , and focus on deepening client relationships. Consistent top performer achieving top 25% in production and top 20% in overall cross-selling opportunities in 2022, driven by achieving goals, always centered on improving the client experience. Highly motivated self-starter with great experience working with all levels of management across technology and business platforms. Strong communicator who can clearly explain complex financial concepts to clients and collaborate effectively with cross-functional teams.
Listed skills include Data Entry, Email Management, Public Speaking, Problem Solving, and 9 others.
Current workplace
Blake Bauer's current company
Company context helps verify the profile and gives searchers a useful next step.
Clarity Capital Partners
7 roles
Blake Bauer work experience
A career timeline built from the work history available for this profile.
Digital Specialist
Jul 2023 - Oct 2023
Digital Specialist
- Thriving in a client centric business model allowed me to hone my skills of communication, cross department collaboration, and leadership of a specialize team.
- Guided new clients through the onboarding process and then acted as an ongoing point-of contact for inquires of digital products and services (including Private wealth management experiences, corporate banking, and.
- Maintain digital client relationships with 75-175 unique clients resulting in top production YOY.
- Integral role in leading a contingent of Private wealth management specialist to transition new wealth management team’s clients to our digital platforms. This resulted in 7 Billion of new AUM in 2 years.
May 2020 - Jul 2023
Digital Banking Associate
Oct 2018 - May 2020
Intern
- Created customized logs of case details to improve efficiencies of the Prosecuting Attorneys of Seattle King County Court House.
- Read, redacted, and reviewed 1000s of discovered evidence documents.
- Maintained and updated information regarding current inmate’s phone calls from prison.
Jan 2018 - Jul 2018
Student Sales Intern
Women'S Funding Alliance
- Performed outreach to hundreds of C level executives at Seattle based companies: Microsoft, Nordstrom, and many more.
- Signed donors to join the 100% Talent Initiative. Created customized power points to quickly and precisely display information.
- Updated the organizations CRM system “Little Green Light”.
Mar 2018 - Jun 2018
Intern
Collaborated with the CEO on Search Engine Optimization. Assisted in building one of the worlds largest rehab directories. Assisted with off site sales meetings. Gained base knowledge of website designing platform, Wordpress.
Jun 2015 - Sep 2015
Team & coworkers
Colleagues at Clarity Capital Partners
Other employees you can reach at claritycapitalllc.com. View company contacts for 8 employees →
CS
Connor Schamblin
Colleague at Clarity Capital Partners
San Clemente, California, United States, United States
View →
MS
Misty Stoddart
Colleague at Clarity Capital Partners
Newport Beach, California, United States, United States
View →
TT
Terry Thomason
Colleague at Clarity Capital Partners
Bellevue, Washington, United States, United States
View →
KD
Kevin Deallen
Colleague at Clarity Capital Partners
Newport Beach, California, United States, United States
View →
Connor Schamblin
Colleague at Clarity Capital Partners
San Clemente, California, United States, United States
View →
MS
Misty Stoddart
Colleague at Clarity Capital Partners
Newport Beach, California, United States, United States
View →
TT
Terry Thomason
Colleague at Clarity Capital Partners
Bellevue, Washington, United States, United States
View →
KD
Kevin Deallen
Colleague at Clarity Capital Partners
Newport Beach, California, United States, United States
View →
2 education records
Blake Bauer education
Ba, Political Science
Sales Certificate
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 Clarity Capital Partners.
What is Blake Bauer's role at Clarity Capital Partners?
Blake Bauer is listed as Helping Grow and Preserve wealth at Clarity Capital Partners.
What is Blake Bauer's email address?
AeroLeads has found 1 work email signal at @firstrepublic.com for Blake Bauer at Clarity Capital Partners.
Where is Blake Bauer based?
Blake Bauer is based in Newport Beach, California, United States while working with Clarity Capital Partners.
What companies has Blake Bauer worked for?
Blake Bauer has worked for Clarity Capital Partners, Jpmorgan Chase & Co., First Republic Bank, First Republic, and King County Prosecuting Attorney'S Office.
Who are Blake Bauer's colleagues at Clarity Capital Partners?
Blake Bauer's colleagues at Clarity Capital Partners include Connor Schamblin, Misty Stoddart, Terry Thomason, and Kevin Deallen.
How can I contact Blake Bauer?
You can use AeroLeads to view verified contact signals for Blake Bauer at Clarity Capital Partners, including work email, phone, and LinkedIn data when available.
What schools did Blake Bauer attend?
Blake Bauer holds Ba, Political Science from University Of Washington.
What skills is Blake Bauer known for?
Blake Bauer is listed with skills including Data Entry, Email Management, Public Speaking, Problem Solving, Quality Assurance, Group Work, Sales, and Customer Relationship Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Blake Bauer you were looking for.
View similar profiles
