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Jacob Bauer

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Jacob Bauer

Vice President, Advisor Strategy | Kingsview Partners

Chicago, Illinois, United States

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Jacob Bauer

Summary

Jacob Bauer is a seasoned finance professional currently serving as Vice President of Advisor Strategy at Kingsview Partners in Chicago. With a double major in Finance and International Business from Indiana University's Kelley School of Business, he combines analytical skills with a passion for relationship management. Jacob has a proven track record in customer service, data analysis, and team leadership, making him a valuable asset in the financial sector. His experience spans various roles, from Credit Analyst to Treasury Management Specialist, showcasing his adaptability and depth of knowledge. He is recognized for his ability to optimize advisor practices and enhance client acquisition strategies. Outside of work, Jacob enjoys public speaking and engaging in community initiatives, reflecting his commitment to professional growth and social responsibility.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Jacob Bauer

Work Experience

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Vice President, Advisor Strategy at

Kingsview Partners

November 2021 - Present

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Advisor Strategy Associate at

Kingsview Partners

June 2019 - November 2021

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Treasury Management Specialist at

Wintrust Financial Corporation

May 2018 - August 2018

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Credit Analyst at

Libertyville Bank and Trust

May 2017 - August 2017

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Sales Associate at

Great Shot Golf

October 2014 - October 2016

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Jacob Bauer

Education

Kelley School of Business

January 2015 - January 2019

Adlai E. Stevenson High School

January 2011 - January 2015

Frequently Asked Questions about Jacob Bauer

What is Jacob Bauer email address?

Jacob Bauer's primary email address is ******@kingsview.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jacob Bauer work for?

Jacob Bauer is a Vice President, Advisor Strategy at Kingsview Partners, a company specializing in Functions related to depository banking.

Where Jacob Bauer graduated from?

Jacob Bauer holds a degree in International Business, Finance from Kelley School of Business.

How can I directly contact Jacob Bauer?

To contact Jacob Bauer directly, you can use the email address ******@kingsview.com. Complete contact information is available upon registration with Muraena.

Who is Jacob Bauer?

Jacob Bauer is a seasoned finance professional currently serving as Vice President of Advisor Strategy at Kingsview Partners in Chicago. With a double major in Finance and International Business from Indiana University's Kelley School of Business, he combines analytical skills with a passion for relationship management. Jacob has a proven track record in customer service, data analysis, and team leadership, making him a valuable asset in the financial sector. His experience spans various roles, from Credit Analyst to Treasury Management Specialist, showcasing his adaptability and depth of knowledge. He is recognized for his ability to optimize advisor practices and enhance client acquisition strategies. Outside of work, Jacob enjoys public speaking and engaging in community initiatives, reflecting his commitment to professional growth and social responsibility.

Jacob`s contact details

mail

******@kingsview.com

******@greatshotgolf.com

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