David Baer Email and Phone Number
David Baer work email
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David Baer personal email
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.
Vanguard
View- Website:
- vanguard.com
- Company email:
- privacy@vanguard.com
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Client Success ExecutiveVanguard Nov 2023 - PresentValley Forge, Pa, Us
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Business Strategy Analyst, Chief Of StaffVanguard May 2022 - Nov 2023Valley Forge, Pa, Us
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Relationship ConsultantVanguard Jun 2021 - May 2022Valley Forge, Pa, Us
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Institutional Relationship AnalystVanguard Sep 2020 - Jun 2021Valley Forge, Pa, Us
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Retirement Services SpecialistVanguard Sep 2019 - Sep 2020Valley Forge, Pa, Us
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Pi Brokerage Investment ProfessionalVanguard Aug 2018 - Sep 2019Valley Forge, Pa, Us
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EmployeeGettysburg Post Office Feb 2016 - May 2018• Responsible for package registrations, sorting, and distributions to Gettysburg College students and employees• Received a quarter raise within first semester
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Collegiate AthleteStudent-Athlete Aug 2014 - May 2018• Participated in all practices and games while maintaining a full academic load on the Gettysburg College Men's Soccer Team
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Summer InternVoya Financial Jun 2016 - Aug 2016New York, Ny, Us• 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 -
WaiterAldar Bistro Jun 2016 - Aug 2016• 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
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Externship ParticipantPenn National Insurance Jun 2016 - Jul 2016Harrisburg, Pennsylvania, Us• 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 -
Co DirectorSoccer Without Borders Feb 2016 - May 2016Boston, Massachusetts, Us• Raising money to sponsor underprivileged high school students to visit Gettysburg College and attend the Gettysburg College soccer camp• Currently raising over $5,000 -
Externship ParticipantPandora Jan 2016 - Jan 2016Oakland, Ca, Us• Shadowed numerous departments of the Pandora Media Corporation• Gained vital knowledge and experience about marketing within Panda inc. -
Clinic InstructorTownship Of Lower Merion Jun 2010 - Jun 2015• Instructed children ages 3-15 in basketball, soccer, and roller hockey.• Supported supervisors with administrative duties -
Special Education Clinic MentorLower Merion Township Special Recreation Jun 2012 - Aug 2014• Instructed children ages 6-18 with special needs in everyday activities
David Baer Skills
David Baer Education Details
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Fox School Of Business At Temple UniversityMaster Of Business Administration - Mba -
Gettysburg CollegeOrganizational And Management Studies
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Lower Merion High SchoolHigh School
Frequently Asked Questions about David Baer
What company does David Baer work for?
David Baer works for Vanguard
What is David Baer's role at the current company?
David Baer's current role is Client Success Executive | Series 7 & 63 Licensed | MBA Candidate.
What is David Baer's email address?
David Baer's email address is db****@****ard.com
What schools did David Baer attend?
David Baer attended Fox School Of Business At Temple University, Gettysburg College, Lower Merion High School.
What are some of David Baer's interests?
David Baer has interest in Children, Environment, Education, Human Rights, Animal Welfare.
What skills is David Baer known for?
David Baer has skills like Public Speaking, Intercollegiate Athletics, Teaching, Teamwork, Special Education, Coaching.
Who are David Baer's colleagues?
David Baer's colleagues are Vivienne Massey, Rushabh Shah, Sridharan Vankeepuram, Mba, Neha Pattarkine, Dj P., Rajan Lama, David Andersen.
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