Dan Bauer
Chief Investment Officer bei AllSquare Wealth Management LLC
Aktive Positionen von Dan Bauer
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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 | - | |
| Portfolio Manager-Aktien | 01.08.2010 | - |
Karriereverlauf von Dan Bauer
Ausbildung von Dan Bauer
| The College for Financial Planning, Inc. | Graduate Degree |
| Cornell University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
| 2 |
Operativ
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
| Trading-Equity | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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 |
