David Bauer, AIF®

Director Investment Management at Shepherd Financial, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Carmel, IN

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Experience

  • Shepherd Financial, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Investment Management
      • Feb 2015 - Present

      Indianapolis, Indiana Area Primarily responsible for providing investment guidance for the firm through quantitative and qualitative research for application in individual wealth management and retirement plans. He helps individual clients through the management of investment model portfolios and works closely with plan sponsors to review and manage the plan’s investments.

  • OneAmerica Financial Partners, Inc.
    • Investment Manager
      • 2005 - 2015

      Indianapolis, Indiana Area

    • Plan Services Supervisor
      • 2003 - 2005

      Indianapolis, Indiana Area

Education

  • Purdue University
    BS, Financial Counseling and Planning

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