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Jacob Bauer
Jacob Bauer
Vice President, Advisor Strategy | Kingsview Partners
Chicago, Illinois, United States
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.
Jacob Bauer
Work Experience
Vice President, Advisor Strategy at
Kingsview Partners
November 2021 - Present
Advisor Strategy Associate at
Kingsview Partners
June 2019 - November 2021
Treasury Management Specialist at
Wintrust Financial Corporation
May 2018 - August 2018
Credit Analyst at
Libertyville Bank and Trust
May 2017 - August 2017
Sales Associate at
Great Shot Golf
October 2014 - October 2016
Jacob Bauer
Education
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
******@kingsview.com
******@greatshotgolf.com
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