Jacob Bauer

Jacob Bauer Email and Phone Number

Asset Management Intern at Barnum Financial Group
Jacob Bauer's Location
Marlboro, New Jersey, United States, United States
About Jacob Bauer

Aspiring financial advisor. Obtaining all required licenses required to be an advisor as well as obtaining a CFP upon graduation. Servicing clients financial needs for Senior advisors in my internship roles. Learning and gaining insight on efficient portfolio construction and strategy for clients. Engaging in client to advisor meetings and contacting potential prospects to discuss retirement planning and financial well being. Proficient in Salesforce, Microsoft Excel and Microsoft PowerPoint.

Jacob Bauer's Current Company Details

Asset Management Intern at Barnum Financial Group
Jacob Bauer Work Experience Details
  • Barnum Financial Group
    Financial Services Representative
    Barnum Financial Group Mar 2022 - Nov 2023
    Shelton, Connecticut, Us
    Reaching out to potential clients using Salesforce to set up meetings to discuss and plan for there financial futures. Along with learning strategies and plans to building and expanding a clients portfolio.
    View
  • Equitable
    Intern
    Equitable Apr 2021 - Jan 2022
    New York, Ny, Us
    Shadowed and learned how the financial industry works. From speaking with clients to different product policies and portfolio construction. As well as reaching out as a recruiter to become more comfortable over the phone. Became proficient in Microsoft teams and Microsoft outlook.
    View

Jacob Bauer Skills

Leadership Development One On One Finance Sports Money Management

Jacob Bauer Education Details

  • Rutgers University–New Brunswick
    Rutgers University–New Brunswick
    Economics
  • St. John'S Jesuit High School & Academy
    St. John'S Jesuit High School & Academy
  • Bowling Green State University
    Bowling Green State University

Frequently Asked Questions about Jacob Bauer

What is Jacob Bauer's role at the current company?

Jacob Bauer's current role is Asset Management Intern at Barnum Financial Group.

What schools did Jacob Bauer attend?

Jacob Bauer attended Rutgers University–new Brunswick, St. John's Jesuit High School & Academy, Bowling Green State University.

What skills is Jacob Bauer known for?

Jacob Bauer has skills like Leadership Development, One On One, Finance, Sports, Money Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.