Client Success Executive
Current
Nov 2023 - Present
AeroLeads people directory · profile
David Baer Email & Phone Number
Client Success Executive | Series 7 & 63 Licensed | MBA Candidate
at
Vanguard
2 work emails found
@vanguard.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Success Executive | Series 7 & 63 Licensed | MBA Candidate
Location
Merion, Pennsylvania, United States
Who is David Baer? Overview
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Quick answer
David Baer is listed as Client Success Executive | Series 7 & 63 Licensed | MBA Candidate at Vanguard, based in Merion, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for David Baer.
David Baer previously worked as Client Success Executive at Vanguard and Business Strategy Analyst, Chief of Staff at Vanguard. David Baer holds Master Of Business Administration - Mba from Fox School Of Business At Temple University.
Company email context
Email format at Vanguard
This section adds company-level context without repeating David Baer's masked contact details.
{first_initial}{last}@vanguard.com
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AeroLeads found 2 current-domain work email signals for David Baer. Compare company email patterns before reaching out.
Profile bio
About David Baer
David Baer is a Client Success Executive | Series 7 & 63 Licensed | MBA Candidate at Vanguard. He possess expertise in public speaking, intercollegiate athletics, teaching, teamwork, special education and 1 more skills. He is proficient in French and Italian.
Listed skills include Public Speaking, Intercollegiate Athletics, Teaching, Teamwork, and 2 others.
Current workplace
David Baer's current company
Company context helps verify the profile and gives searchers a useful next step.
15 roles
David Baer work experience
A career timeline built from the work history available for this profile.
Business Strategy Analyst, Chief Of Staff
May 2022 - Nov 2023
Relationship Consultant
Jun 2021 - May 2022
Institutional Relationship Analyst
Sep 2020 - Jun 2021
Retirement Services Specialist
Sep 2019 - Sep 2020
Pi Brokerage Investment Professional
Aug 2018 - Sep 2019
Employee
Gettysburg Post Office
• Responsible for package registrations, sorting, and distributions to Gettysburg College students and employees• Received a quarter raise within first semester
Feb 2016 - May 2018
Collegiate Athlete
Student-Athlete
• Participated in all practices and games while maintaining a full academic load on the Gettysburg College Men's Soccer Team
Aug 2014 - May 2018
Summer Intern
• Attended perspective client meetings and perspective client events with senior partners• Helped implementing a new system utilizing excel to gain quicker access to current and future client tell• Shadowed senior partner Daniel Weiss and learned about the financial world such as retirement planning, state planning, life insurance, tax burdens, and asset allocation• Attended numerous educational events including Life Insurance Annuities • Helped set up meetings for senior partners and obtained great sales knowledge experience in the process
Jun 2016 - Aug 2016
Waiter
Aldar Bistro
• Gained a holistic perspective on the true meaning of multitasking when dealing with up to 8 tables at a time• Gained customer service knowledge by risking my reputation every day at work to provide people with a positive experience• Communicated efficiently and effectively to give everyone I deal with the most positive experience possible
Jun 2016 - Aug 2016
Externship Participant
• Managed existing data base and updated per employee per year cost analysis for the health benefits consulting department of National Penn Insurance• Rebranded client manuals needed due to the recent BB&T acquisition• Learned internal benefit consulting methods and procedures
Jun 2016 - Jul 2016
Co Director
• Raising money to sponsor underprivileged high school students to visit Gettysburg College and attend the Gettysburg College soccer camp• Currently raising over $5,000
Feb 2016 - May 2016
Externship Participant
• Shadowed numerous departments of the Pandora Media Corporation• Gained vital knowledge and experience about marketing within Panda inc.
Jan 2016 - Jan 2016
Clinic Instructor
• Instructed children ages 3-15 in basketball, soccer, and roller hockey.• Supported supervisors with administrative duties
Jun 2010 - Jun 2015
Special Education Clinic Mentor
Lower Merion Township Special Recreation
• Instructed children ages 6-18 with special needs in everyday activities
Jun 2012 - Aug 2014
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts →
AM
Alvin Mallory
Colleague at VanguardNew York, United States
View →
SL
Sarah Logan
Colleague at VanguardGreater Philadelphia, United States
View →
BD
Briana Durant
Colleague at VanguardClifton Heights, Pennsylvania, United States
View →
EA
Elaine Au
Colleague at VanguardWayne, Pennsylvania, United States
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JC
Jeff Cappie, Cima®
Colleague at VanguardKennett Square, Pennsylvania, United States
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RK
Rakesh Khurana
Colleague at VanguardGreater Philadelphia, United States
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LM
Lydia Melby
Colleague at VanguardAustin, Texas, United States
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BC
Bfg Consulting
Colleague at VanguardLexington County, South Carolina, United States
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BB
Brian Brickman
Colleague at VanguardPhoenix, Arizona, United States
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RG
Rebekah Gilliam
Colleague at VanguardAuckland, New Zealand
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Alvin Mallory
Colleague at VanguardNew York, United States
View →
SL
Sarah Logan
Colleague at VanguardGreater Philadelphia, United States
View →
BD
Briana Durant
Colleague at VanguardClifton Heights, Pennsylvania, United States
View →
EA
Elaine Au
Colleague at VanguardWayne, Pennsylvania, United States
View →
JC
Jeff Cappie, Cima®
Colleague at VanguardKennett Square, Pennsylvania, United States
View →
RK
Rakesh Khurana
Colleague at VanguardGreater Philadelphia, United States
View →
LM
Lydia Melby
Colleague at VanguardAustin, Texas, United States
View →
BC
Bfg Consulting
Colleague at VanguardLexington County, South Carolina, United States
View →
BB
Brian Brickman
Colleague at VanguardPhoenix, Arizona, United States
View →
RG
Rebekah Gilliam
Colleague at VanguardAuckland, New Zealand
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3 education records
David Baer education
Master Of Business Administration - Mba
Fox School Of Business At Temple University
Organizational And Management Studies
Gettysburg College
High School
Lower Merion High School
FAQ
Frequently asked questions about David Baer
Quick answers generated from the profile data available on this page.
What company does David Baer work for?
David Baer works for Vanguard.
What is David Baer's role at Vanguard?
David Baer is listed as Client Success Executive | Series 7 & 63 Licensed | MBA Candidate at Vanguard.
What is David Baer's email address?
AeroLeads has found 2 work email signals at @vanguard.com for David Baer at Vanguard.
Where is David Baer based?
David Baer is based in Merion, Pennsylvania, United States while working with Vanguard.
What companies has David Baer worked for?
David Baer has worked for Vanguard, Gettysburg Post Office, Student-Athlete, Voya Financial, and Aldar Bistro.
Who are David Baer's colleagues at Vanguard?
David Baer's colleagues at Vanguard include Alvin Mallory, Sarah Logan, Briana Durant, Elaine Au, and Jeff Cappie, Cima®.
How can I contact David Baer?
You can use AeroLeads to view verified contact signals for David Baer at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did David Baer attend?
David Baer holds Master Of Business Administration - Mba from Fox School Of Business At Temple University.
What skills is David Baer known for?
David Baer is listed with skills including Public Speaking, Intercollegiate Athletics, Teaching, Teamwork, Special Education, and Coaching.
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