Sheila Rabaut, Cfp®

Sheila Rabaut, Cfp® Email and Phone Number

Director at BakerAvenue Wealth Management @ BakerAvenue Wealth Management
Sheila Rabaut, Cfp®'s Location
San Francisco, California, United States, United States
Sheila Rabaut, Cfp®'s Contact Details

Sheila Rabaut, Cfp® work email

Sheila Rabaut, Cfp® personal email

Sheila Rabaut, Cfp® phone numbers

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.

Sheila Rabaut, Cfp®'s Current Company Details
BakerAvenue Wealth Management

Bakeravenue Wealth Management

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Director at BakerAvenue Wealth Management
Sheila Rabaut, Cfp® Work Experience Details
  • Bakeravenue Wealth Management
    Director
    Bakeravenue Wealth Management Feb 2018 - Present
    San Francisco, Ca, Us
    View
  • Rabaut Family Foundation
    Secretary And Treasurer
    Rabaut Family Foundation Jun 2013 - Present
    Rabaut Family Foundation supports organizations that focus on issues relevant to the mental health community throughout the United States.
  • Waypoint Wealth Partners
    Associate Wealth Advisor
    Waypoint Wealth Partners Sep 2016 - Feb 2018
    Mill Valley, Ca, Us
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  • Roi Dna
    Client Project Manager
    Roi Dna Apr 2012 - Aug 2013
    San Francisco, Ca, Us
    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
    View
  • Kuh Associates
    Consultant / Marketing And Business Development
    Kuh Associates 2009 - 2011
    Us
    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.
    View
  • The Janssen Pharmaceutical Companies Of Johnson & Johnson
    Area Business Specialist / Sales Representative
    The Janssen Pharmaceutical Companies Of Johnson & Johnson 2005 - 2008
    Raritan, New Jersey, Us
    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.
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  • Squaretrade
    Product Marketing
    Squaretrade 2000 - 2001
    Brisbane, California, Us
    Increased customer retention from less than 40% to 70% within three months. Grew on-time payment by 80%.
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  • Brio Technology
    National Channel Account Manager
    Brio Technology 1997 - 2000
    Attained up to 158% of quota and increased partner revenue from $60M to $200M. Earned two President’s Club Awards.

Sheila Rabaut, Cfp® Skills

Competitive Analysis Account Management Lead Generation Product Marketing Strategy E Commerce Sales Operations Sales Marketing B2b Business Development Strategic Planning Online Marketing Analytics Go To Market Strategy Market Research Customer Retention Online Advertising Business Planning Customer Acquisition Marketing Strategy B2b Marketing Sales Force Development Sales Process Digital Marketing Product Development Customer Relationship Management Financial Planning Salesforce.com Saas Management Strategic Partnerships Leadership Cross Functional Team Leadership Training Team Leadership Needs Analysis Selling High Net Worth Clients Goal Based Financial Management Financial Advice

Sheila Rabaut, Cfp® Education Details

  • Santa Clara University Leavey School Of Business
    Santa Clara University Leavey School Of Business
    And Related Support Services
  • Santa Clara University
    Santa Clara University
    History

Frequently Asked Questions about Sheila Rabaut, Cfp®

What company does Sheila Rabaut, Cfp® work for?

Sheila Rabaut, Cfp® works for Bakeravenue Wealth Management

What is Sheila Rabaut, Cfp®'s role at the current company?

Sheila Rabaut, Cfp®'s current role is Director at BakerAvenue Wealth Management.

What is Sheila Rabaut, Cfp®'s email address?

Sheila Rabaut, Cfp®'s email address is s_****@****hoo.com

What is Sheila Rabaut, Cfp®'s direct phone number?

Sheila Rabaut, Cfp®'s direct phone number is (877) 768*****

What schools did Sheila Rabaut, Cfp® attend?

Sheila Rabaut, Cfp® attended Santa Clara University Leavey School Of Business, Santa Clara University.

What are some of Sheila Rabaut, Cfp®'s interests?

Sheila Rabaut, Cfp® has interest in Children, Civil Rights And Social Action, Politics, Human Rights, Animal Welfare, Arts And Culture, Health.

What skills is Sheila Rabaut, Cfp® known for?

Sheila Rabaut, Cfp® has skills like Competitive Analysis, Account Management, Lead Generation, Product Marketing, Strategy, E Commerce, Sales Operations, Sales, Marketing, B2b, Business Development, Strategic Planning.

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