Sheila Rabaut
Director @Bakeravenue Wealth Management
San Francisco, CA, US
EMAILS
s••••••@bakerave.com
MOBILE NUMBERS
+14•••••••57
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WORK HISTORY
Feb 2018 — Present
Director @Bakeravenue Wealth Management
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San Francisco, CA, US
EDUCATION
1990 — 1994
Santa Clara University
BA, History
2002 — 2004
Santa Clara University Leavey School of Business
MBA, Business, Management, Marketing, and Related Support Services
SKILLS
SaasMarket ResearchFinancial PlanningBusiness DevelopmentOnline MarketingDigital MarketingSales ProcessSalesforce.comLead GenerationCustomer AcquisitionCompetitive AnalysisSellingTerritory ManagementCross-Functional Team LeadershipMarketing StrategyStrategic PartnershipsBusiness PlanningTrainingCrmTeam LeadershipAnalyticsFinancial AdviceB2bSalesOnline AdvertisingHigh Net Worth ClientsAccount ManagementStrategyE-CommerceMarketingCustomer Relationship Management (Crm)Cold CallingLeadershipGoal Based Financial ManagementSales OperationsCustomer RetentionManagementGo-to-Market StrategySales Force DevelopmentStrategic Planning
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.
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