Patrick Bauer Email & Phone Number

Cedar Grove, Nj, Us

As an analyst in the Ohio University Student Equity Management Group, I create weekly updates on macroeconomic trends that affect markets and group portfolio strategy. I am also on a pitch team that is responsible for pitching securities every other week. Lastly, I help manage the $7.1 million portfolio of Ohio University’s endowment fund.

As an analyst in the Ohio University Student Equity Management Group, I create weekly updates on macroeconomic trends that affect markets and group portfolio strategy. I am also on a pitch team that is responsible for pitching securities every other week. Lastly, I help manage the $7.1 million portfolio of Ohio University’s endowment fund.

As an equity research analyst, I evaluate portfolios to ensure portfolio diversification and allocation model adherence through the issuance of buy and sell recommendations on financial instruments including equities, ETF’s and mutual funds. I also oversee 250 accounts with an AUM of slightly over $74 million.

New York, United States

Ohio University

As treasurer of Ohio University's Financial Management Association, I maintain a record of expenses that occur from meetings and events, source alternative funding, and collect and maintain money from group members.

Verona, New Jersey, United States

As a produce associate, I am responsible for keeping the aisle neat and full as well as assisting guests with whatever they need.

Cedar Grove, New Jersey, United States

As a lifeguard, I am granted many responsibilities. Some of which are nursing the safety of patrons, enforcing rules, discipline those who break the rules, and teaching children how to swim. Also, to be a lifeguard I had to become Red Cross and CPR certified.