managing partner at operose advisors@ Operose Advisors
Milwaukee, Wisconsin, United States
Nicholas Bauer, CFA
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University of Wisconsin-Milwaukee
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Tell me more about Nicholas Bauer, CFA?
FlashIntel GPTNicholas Bauer, CFA is a highly experienced professional with 18.6 years of work experience in investments, asset allocation, and asset management. He has a strong background in alternative investments, equities, and portfolio management. Nicholas has worked in various roles, including Director of US Institutional Distribution at Henderson Global Investors. He has also served as a Board of Directors at Terova Senior Living and Versiti Inc. Nicholas is skilled in financial analysis, mutual funds, and healthcare. He is based in Milwaukee, Wisconsin.
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About
Director of US Institutional Distribution at Henderson Global Investors
Work Experience
managing partner at operose advisors
Managing Partner
Financial Services
Nicholas Bauer, CFA's Professional Milestones
- Vice President - Institutional Sales Consultant Relations (2005-03-01~2008-11-01): Building strong client relationships, resulting in increased financial opportunities and improved customer satisfaction.
- Vice President - Institutional Sales And Consultant Relations (2005-03-01~2008-11-01): Established strategic partnerships and increased sales revenue by implementing effective communication strategies.
Education
Finance
1996-2000Skill
Investments
Asset Allocation
Asset Management
Alternative Investments
Equities
Portfolio Management
Investment Strategies
Entrepreneurship
Financial Analysis
Mutual Funds
Investment Management
Healthcare
Valuation
Hedge Funds
Finance
Certification
Colleagues
Caroline Jankowski
Partner Chief Compliance Officer
Dan Stier, CFA ASA
President | Chief Investment Officer
Mandy Nowaczynski, CPA
director at operose advisors
Chris Evers
director at operose advisors
Carolina Itsines
Office Manager
Other Named Nicholas Bauer, CFA
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Nicholas Bauer, CFA's social media include: Linkedin,
Nicholas Bauer, CFA works for Operose Advisors
Nicholas Bauer, CFA's role in Operose Advisors is managing partner at operose advisors
Nicholas Bauer, CFA works in the industry of Financial Services
Nicholas Bauer, CFA's colleagues are Caroline Jankowski,Dan Stier, CFA ASA,Mandy Nowaczynski, CPA
Nicholas Bauer, CFA's latest job experience is managing partner at operose advisors at Operose Advisors
Nicholas Bauer, CFA's latest education in University of Wisconsin-Milwaukee
