Dan Bauer
Director de Inversiones en AllSquare Wealth Management LLC .
Cargos activos de Dan Bauer
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
AllSquare Wealth Management LLC
 AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Director de Inversiones | 01/08/2010 | - |
| Oficial de Cumplimiento | 01/08/2010 | - | |
| Trading-Equity | 01/08/2010 | - | |
| Gestor de Cartera-Acciones | 01/08/2010 | - |
Historial de carrera de Dan Bauer
Formación de Dan Bauer.
| The College for Financial Planning, Inc. | Graduate Degree |
| Cornell University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 3 |
| 2 |
Operativa
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
| Trading-Equity | 1 |
Sectorial
| Consumer Services | 3 |
| Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
AllSquare Wealth Management LLC
AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
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