Ted Bauer Email & Phone Number

Minneapolis, MN, US

Minneapolis, Minnesota, United States

Altoona, Wisconsin, United States

Helped manage our discretionary portfolio of ~$500mm via investment committee structure. Handled day-to-day trading and money movement for client accounts.

Altoona, Wisconsin, United States

Eau Claire, Wisconsin, United States

Worked directly with CEO helping to bootstrap operational & administrative foundation to the new business. These included: Market research for leases/rent costs, POS/Credit Card processing research, Creation of business license & business plan.

Eau Claire, Wisconsin

Helped to improve financial literacy in our community through outreach like presentations and workshops. Oversaw finances of the club creating budget, managing fundraising & event spending.

Eau Claire, Wisconsin Area

Worked closely with operations team in helping to process a wide variety of administrative tasks including account openings, money movements and other account maintenance needs. Sought out Relationship & Investment focused individuals to shadow their workflow helping to expand my knowledge of the firms operations.

Eau Claire, Wisconsin Area

Helped to improve the overall asset allocation strategy of the SMIF through the implementation of a Factor approach.

Helped to manage incoming junior analyst tasks for Student Managed Investment Fund.

Performed research and stock pitches in assigned sectors.

Eau Claire, Wisconsin Area

Assisted students in need of accounting guidance. Dealt with inquiries in an empathetic and supportive manner.

Eau Claire, Wisconsin Area

Dealt with customers in an empathetic and confidential manner to ensure quality customer service. Handled cash and electronic transactions across retail and business client accounts.

Altoona, Wisconsin

Worked with advisors and office management to fulfill client needs.