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David Caillier Email & Phone Number
Branch Manager
at
Baird
1 work email found
@rwbaird.com
3 phones found area 415 and 414
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is David Caillier? Overview
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Quick answer
David Caillier is listed as Branch Manager at Baird, based in San Francisco, California, United States. AeroLeads shows a work email signal at rwbaird.com, phone signal with area code 415, 414, and a matched LinkedIn profile for David Caillier.
David Caillier previously worked as Financial Advisor - Private Wealth Management at Baird and Associate Branch Manager at Baird. David Caillier holds Bachelor Of Science (Bs) - Business Administration With Finance Concentration from California Polytechnic State University-San Luis Obispo.
Company email context
Email format at Baird
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{first_initial}{last}@rwbaird.com
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AeroLeads found 1 current-domain work email signal for David Caillier. Compare company email patterns before reaching out.
Profile bio
About David Caillier
My team joined Baird in 2011 after seven years with larger Wall Street firms. We chose Baird because it is client first, independent, and employee owned. At Baird, we have the resources, culture, and people to deliver the highest level of service to our clients. We provide customized investment and planning advice to a select group of clients and their families. We advise and help design strategies for diversifying concentrated equity positions, provide in-depth analysis of an individual's stock-based compensation, and deliver specific planning strategies on tax and estate issues. Our services are valued and utilized by our clients at multiple stages in their private and professional lives including the pre-liquidty phase, or following an event such as an IPO or sale of a company. Additionally, we have advised our clients on giving strategies, coordinating details with their tax and legal advisors. We are experienced in Rule 144 filings and executing 10b5-1 plans. Lastly, at Baird, we have the ability to connect our clients with different divisions within our firm such as Investment Banking, Research, Asset Management, and our Private Equity and Venture teams.
Listed skills include Wealth Management, Portfolio Management, Investments, Series 7, and 25 others.
Current workplace
David Caillier's current company
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7 roles
David Caillier work experience
A career timeline built from the work history available for this profile.
Branch Manager
Current
Jan 2024 - Present
Financial Advisor - Private Wealth Management
CurrentProvide wealth management resources for entrepreneurs, executives, and business owners experiencing significant wealth events through IPO's and M&A activity. Advise individuals and their families in pre and post liquidity event situations. Strategic asset allocation, financial and estate planning, gifting and education funding strategies.
Sep 2011 - Present
Associate Branch Manager
Jan 2019 - Jan 2024
Associate - Private Banking
Provided wealth management resources for entrepreneurs, executives, and business owners experiencing significant wealth events through IPO's and M&A activity. Advised individuals and their families in pre and post liquidity event situations. Strategic asset allocation, financial planning, gifting strategies.
Oct 2009 - Sep 2011
Associate - Private Banking
Jefferies
Provided financial and operational solutions for high net worth (HNW) clients. Focused on client services and portfolio reporting.
Jun 2007 - Oct 2009
Associate - Private Banking
Provided financial and operational solutions for high net worth (HNW) clients. Focused on client services and portfolio reporting.
May 2005 - Jun 2007
1 education record
David Caillier education
-
California Polytechnic State University-San Luis Obispo
FAQ
Frequently asked questions about David Caillier
Quick answers generated from the profile data available on this page.
What company does David Caillier work for?
David Caillier works for Baird.
What is David Caillier's role at Baird?
David Caillier is listed as Branch Manager at Baird.
What is David Caillier's email address?
AeroLeads has found 1 work email signal at @rwbaird.com for David Caillier at Baird.
What is David Caillier's phone number?
AeroLeads has found 3 phone signal(s) with area code 415, 414 for David Caillier at Baird.
Where is David Caillier based?
David Caillier is based in San Francisco, California, United States while working with Baird.
What companies has David Caillier worked for?
David Caillier has worked for Baird, Credit Suisse, and Jefferies.
How can I contact David Caillier?
You can use AeroLeads to view verified contact signals for David Caillier at Baird, including work email, phone, and LinkedIn data when available.
What schools did David Caillier attend?
David Caillier holds Bachelor Of Science (Bs) - Business Administration With Finance Concentration from California Polytechnic State University-San Luis Obispo.
What skills is David Caillier known for?
David Caillier is listed with skills including Wealth Management, Portfolio Management, Investments, Series 7, Private Banking, Estate Planning, Mergers And Acquisitions, and Retirement Planning.
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