Dan Bauer
Chief Investment Officer bij AllSquare Wealth Management LLC
Actieve functies van Dan Bauer
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Chief Investment Officer | 01-08-2010 | - |
| Compliance Officer | 01-08-2010 | - | |
| Trading-Equity | 01-08-2010 | - | |
| Portefeuillebeheerder-Aandelen | 01-08-2010 | - |
Loopbaan van Dan Bauer
Opleiding van Dan Bauer
| The College for Financial Planning, Inc. | Graduate Degree |
| Cornell University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 3 |
| 2 |
Operationeel
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
| Trading-Equity | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
