David Bauman
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- Green Bay, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Bauman
I\'m a financial adviser with over 20 years experience in managing portfolios and client…
Experience
Senior Financial Advisor
May 2017 — Present
Skills
- Strategic Financial Planning
- Financial Planning
- Asset Allocation
- Securities
- Series 7
- Insurance
- Investment Strategies
- Investments
- Estate Planning
- Investment Management
- Wealth Management
- Retirement Planning
- Mutual Funds
- Financial Services
- Equities
- Portfolio Management
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