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William Bauer Email & Phone Number

VP, Senior Financial Consultant at Charles Schwab
Location: New York City Metropolitan Area, United States 9 work roles 1 school
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Current company
Charles Schwab
Role
VP, Senior Financial Consultant
Location
New York City Metropolitan Area, United States

Who is William Bauer? Overview

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Quick answer

William Bauer is listed as VP, Senior Financial Consultant at Charles Schwab, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for William Bauer.

William Bauer previously worked as Institutional Sales and Trading at Clearview Trading Advisors, Inc. and Wealth Management at J.P. Morgan. William Bauer holds Finance, General from University Of Hartford.

Company email context

Email format at Charles Schwab

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Charles Schwab

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Profile bio

About William Bauer

William Bauer is a VP, Senior Financial Consultant at Charles Schwab. He possess expertise in leadership, team building, powerpoint, revenue and profit growth, sales and 31 more skills.

Listed skills include Leadership, Team Building, Powerpoint, Revenue And Profit Growth, and 32 others.

Current workplace

William Bauer's current company

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Charles Schwab
Charles Schwab
VP, Senior Financial Consultant
San Francisco
Website
schwab.com
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9 roles

William Bauer work experience

A career timeline built from the work history available for this profile.

Vp, Senior Financial Consultant

Current
Charles Schwab

Westlake, Texas, Us

Jul 2020 - Present

Institutional Sales And Trading

Clearview Trading Advisors, Inc.
May 2017 - Jul 2020

Wealth Management

J.P. Morgan

New York, Ny, Us

Apr 2017 - May 2017

Wealth Management

Morgan Stanley

New York, Ny, Us

Dec 2015 - Apr 2017

Vice President

Knight Equity Markets
Jan 2009 - Jan 2010

Managing Director

Newedge

Paris, Fr

Jan 2007 - Jan 2009
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts →

EW Eric W. Eric W. Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States View → QM Queenie May Queenie May Colleague at Charles SchwabDallas, Texas, United States View → MV Mariana Valencia Mariana Valencia Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States View → GG Gary Guan Gary Guan Colleague at Charles SchwabFremont, California, United States View → DJ Diane Jacobs Diane Jacobs Colleague at Charles SchwabFishers, Indiana, United States View → AM Anna Moor Anna Moor Colleague at Charles SchwabGreater Phoenix Area, United States View → JH Jeff Hobbs Jeff Hobbs Colleague at Charles SchwabAustin, Texas Metropolitan Area, United States View → MF Marshall Ferraro Marshall Ferraro Colleague at Charles SchwabScottsdale, Arizona, United States View → CH Cortney Harper Cortney Harper Colleague at Charles SchwabSt Louis, Missouri, United States View → LN Lubabalo Ntsokolo Lubabalo Ntsokolo Colleague at Charles SchwabOmaha, Nebraska, United States View →
1 education record

William Bauer education

  • University Of Hartford
    University Of Hartford
    General
FAQ

Frequently asked questions about William Bauer

Quick answers generated from the profile data available on this page.

What company does William Bauer work for?

William Bauer works for Charles Schwab.

What is William Bauer's role at Charles Schwab?

William Bauer is listed as VP, Senior Financial Consultant at Charles Schwab.

Where is William Bauer based?

William Bauer is based in New York City Metropolitan Area, United States while working with Charles Schwab.

What companies has William Bauer worked for?

William Bauer has worked for Charles Schwab, Clearview Trading Advisors, Inc., J.P. Morgan, Morgan Stanley, and Ticonderoga Securities Llc.

Who are William Bauer's colleagues at Charles Schwab?

William Bauer's colleagues at Charles Schwab include Eric W., Queenie May, Mariana Valencia, Gary Guan, and Diane Jacobs.

How can I contact William Bauer?

You can use AeroLeads to view verified contact signals for William Bauer at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did William Bauer attend?

William Bauer holds Finance, General from University Of Hartford.

What skills is William Bauer known for?

William Bauer is listed with skills including Leadership, Team Building, Powerpoint, Revenue And Profit Growth, Sales, Business Networking, Portfolio Management, and Financial Modeling.

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