Director
Current
Feb 2018 - Present
AeroLeads people directory · profile
Sheila Rabaut, Cfp® Email & Phone Number
Director at BakerAvenue Wealth Management
at
BakerAvenue Wealth Management
1 work email found
@bakerave.com
1 phone found area 877
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director at BakerAvenue Wealth Management
Location
San Francisco, California, United States
Who is Sheila Rabaut, Cfp®? Overview
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Quick answer
Sheila Rabaut, Cfp® is listed as Director at BakerAvenue Wealth Management at BakerAvenue Wealth Management, based in San Francisco, California, United States. AeroLeads shows a work email signal at bakerave.com, phone signal with area code 877, and a matched LinkedIn profile for Sheila Rabaut, Cfp®.
Sheila Rabaut, Cfp® previously worked as Director at Bakeravenue Wealth Management and Secretary and Treasurer at Rabaut Family Foundation. Sheila Rabaut, Cfp® holds Mba, Business, Management, Marketing, And Related Support Services from Santa Clara University Leavey School Of Business.
Company email context
Email format at BakerAvenue Wealth Management
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*@bakerave.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sheila Rabaut, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Sheila Rabaut, Cfp®
Wealth Management Professional ● CFP® Specialties: Investment Management with an emphasis in socially responsible (IMPACT) investing, concentrated stock management. Wealth Management serving ultra high net-worth and high net-worth clients. Managing Life Transitions, Women and Multi-Generational Families - Goal-Based Financial Planning.
Listed skills include Competitive Analysis, Account Management, Lead Generation, Product Marketing, and 37 others.
Current workplace
Sheila Rabaut, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 29 years
Sheila Rabaut, Cfp® work experience
A career timeline built from the work history available for this profile.
Secretary And Treasurer
Current
Rabaut Family Foundation
Rabaut Family Foundation supports organizations that focus on issues relevant to the mental health community throughout the United States.
Jun 2013 - Present
Associate Wealth Advisor
Sep 2016 - Feb 2018
Client Project Manager
ROI DNA is a full service ecommerce marketing agency. Our team provides detailed go-to-market strategies for both B2B and B2C businesses seeking to increase their web presence and get in front of a broader audience.www.roidna.com
Apr 2012 - Aug 2013
Consultant / Marketing And Business Development
- Nurtured strong relationships as a marketing and account manager for an IT consulting business. Presented service offerings to C-level executives. Crafted messaging and marketing collateral. Performed market research.
- Identified and closed $270K of consulting business within first six months of engagement.
2009 - 2011
~2 yrs
Area Business Specialist / Sales Representative
Ranked among the top 10% of the salesforce. Developed customer relationships and grew revenue. Established new Reimbursement Guidelines. Received an award for Highly Developed Partnering Skills.
2005 - 2008
~3 yrs
Product Marketing
Increased customer retention from less than 40% to 70% within three months. Grew on-time payment by 80%.
2000 - 2001
~1 yr
National Channel Account Manager
Brio Technology
Attained up to 158% of quota and increased partner revenue from $60M to $200M. Earned two President’s Club Awards.
1997 - 2000
~3 yrs
2 education records
Sheila Rabaut, Cfp® education
Mba, Business, Management, Marketing, And Related Support Services
Santa Clara University Leavey School Of Business
Ba, History
Santa Clara University
FAQ
Frequently asked questions about Sheila Rabaut, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sheila Rabaut, Cfp® work for?
Sheila Rabaut, Cfp® works for BakerAvenue Wealth Management.
What is Sheila Rabaut, Cfp®'s role at BakerAvenue Wealth Management?
Sheila Rabaut, Cfp® is listed as Director at BakerAvenue Wealth Management at BakerAvenue Wealth Management.
What is Sheila Rabaut, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bakerave.com for Sheila Rabaut, Cfp® at BakerAvenue Wealth Management.
What is Sheila Rabaut, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 877 for Sheila Rabaut, Cfp® at BakerAvenue Wealth Management.
Where is Sheila Rabaut, Cfp® based?
Sheila Rabaut, Cfp® is based in San Francisco, California, United States while working with BakerAvenue Wealth Management.
What companies has Sheila Rabaut, Cfp® worked for?
Sheila Rabaut, Cfp® has worked for Bakeravenue Wealth Management, Rabaut Family Foundation, Waypoint Wealth Partners, Roi Dna, and Kuh Associates.
How can I contact Sheila Rabaut, Cfp®?
You can use AeroLeads to view verified contact signals for Sheila Rabaut, Cfp® at BakerAvenue Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Sheila Rabaut, Cfp® attend?
Sheila Rabaut, Cfp® holds Mba, Business, Management, Marketing, And Related Support Services from Santa Clara University Leavey School Of Business.
What skills is Sheila Rabaut, Cfp® known for?
Sheila Rabaut, Cfp® is listed with skills including Competitive Analysis, Account Management, Lead Generation, Product Marketing, Strategy, E Commerce, Sales Operations, and Sales.
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