Sheila Rabaut
Director at BakerAvenue Wealth Management
- Role
- Director at Bakeravenue Wealth Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Sheila Rabaut
Wealth Management Professional CFP® Specialties: Investment Management with an emphasis in socially responsible (IMPACT) investing, concentrated stock management. Wealth Management serving ultra high net-worth and high net-worth clients. Managing Life Transitions, Women and Multi-Generational Families - Goal-Based Financial Planning.
Experience
Director
Feb 2018 — Present · San Francisco, CA, US
Education
Santa Clara University
BA, History
1990 — 1994
Santa Clara University Leavey School of Business
MBA, Business, Management, Marketing, and Related Support Services
2002 — 2004
Skills
- Saas
- Market Research
- Financial Planning
- Business Development
- Online Marketing
- Digital Marketing
- Sales Process
- Salesforce.com
- Lead Generation
- Customer Acquisition
- Competitive Analysis
- Selling
- Territory Management
- Cross-Functional Team Leadership
- Marketing Strategy
- Strategic Partnerships
- Business Planning
- Training
- Crm
- Team Leadership
- Analytics
- Financial Advice
- B2b
- Sales
- Online Advertising
- High Net Worth Clients
- Account Management
- Strategy
- E-Commerce
- Marketing
- Customer Relationship Management (Crm)
- Cold Calling
- Leadership
- Goal Based Financial Management
- Sales Operations
- Customer Retention
- Management
- Go-to-Market Strategy
- Sales Force Development
- Strategic Planning
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