Ted Bauer Email and Phone Number
Ted Bauer work email
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Ted Bauer personal email
Curious learner with passion for wealth management, investments and financial services industries.
Outdoormore Inc. - Pinehurst Bike & Snow Park
View- Website:
- northrockpartners.com
- Employees:
- 75
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TreasurerOutdoormore Inc. - Pinehurst Bike & Snow ParkMinneapolis, Mn, Us
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Investment AssociateNorthrock Partners Apr 2022 - PresentMinneapolis, Minnesota, United States -
Investment ManagerAmeriprise Financial Services, Llc Mar 2021 - Apr 2022Altoona, Wisconsin, United StatesHelped manage our discretionary portfolio of ~$500mm via investment committee structure. Handled day-to-day trading and money movement for client accounts. -
Client Service AssociateAmeriprise Financial Services, Llc. Sep 2020 - Mar 2021Altoona, Wisconsin, United States
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Business Operations AssociateIndependent Vision Group May 2020 - Sep 2020Eau Claire, Wisconsin, United StatesWorked 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. -
Treasurer & MemberBlugold Financial Literacy Impact Group May 2017 - May 2020Eau Claire, WisconsinHelped to improve financial literacy in our community through outreach like presentations and workshops. Oversaw finances of the club creating budget, managing fundraising & event spending.
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Operations InternOrgel Wealth Management, Llc Oct 2019 - Apr 2020Eau Claire, Wisconsin AreaWorked 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. -
Porfolio Manager - Student Managed Investment FundUniversity Of Wisconsin-Eau Claire Aug 2019 - Jan 2020Eau Claire, Wisconsin AreaHelped to improve the overall asset allocation strategy of the SMIF through the implementation of a Factor approach. -
Senior Analyst - Student Managed Investment FundUniversity Of Wisconsin-Eau Claire Jun 2019 - Jan 2020Helped to manage incoming junior analyst tasks for Student Managed Investment Fund.
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Junior Analyst - Student Managed Investment FundUniversity Of Wisconsin-Eau Claire Feb 2019 - Jun 2019Performed research and stock pitches in assigned sectors.
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Accounting TutorUniversity Of Wisconsin-Eau Claire Jan 2019 - May 2019Eau Claire, Wisconsin AreaAssisted students in need of accounting guidance. Dealt with inquiries in an empathetic and supportive manner.
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TellerCitizens Community Federal Jun 2019 - Nov 2019Eau Claire, Wisconsin AreaDealt with customers in an empathetic and confidential manner to ensure quality customer service. Handled cash and electronic transactions across retail and business client accounts. -
Operations InternWoita & Associates Mar 2018 - May 2018Altoona, WisconsinWorked with advisors and office management to fulfill client needs.
Ted Bauer Skills
Ted Bauer Education Details
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Accounting And Finance
Frequently Asked Questions about Ted Bauer
What company does Ted Bauer work for?
Ted Bauer works for Outdoormore Inc. - Pinehurst Bike & Snow Park
What is Ted Bauer's role at the current company?
Ted Bauer's current role is Treasurer.
What is Ted Bauer's email address?
Ted Bauer's email address is th****@****mpf.com
What schools did Ted Bauer attend?
Ted Bauer attended University Of Wisconsin-Eau Claire.
What skills is Ted Bauer known for?
Ted Bauer has skills like Microsoft Office, Customer Service, Time Management, Microsoft Excel, Leadership.
Who are Ted Bauer's colleagues?
Ted Bauer's colleagues are Matt Lund, Zak Justice, Laura Gilleland, M.a., Anna Olson, Jim Lund, Cfp®, Mba, Sean Netzke, Kristina Galdonik.
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