Scott Bauman is a skilled professional, that works in Pyxis Retirement Consultants main office of which is in 4. as a Managing Partner since 2018. Scott Bauman gained professional experience in more than four positions at different companies. Scott Bauman went to the Alfred Lerner College of Business & Economics at University of Delaware and was studying from 2006 to 2010. Scott Bauman has such qualifications as Series 6, Series 7, and Series 63. Muttontown, New York is the city, where the professional was known to be settled. The person's contacts are accessed through SoftwareOfficial on demand.
Name variants:
Scotty Bauman
Last updated Jun 17, 2024
Contact Information
Last Update
Jul 4, 2022
Email
sc**@abglobal.com, jo**@hotmail.com
Location
Muttontown, NY
Company
Pyxis Retirement Consultants
Workplace
Managing Partner
Work History
Managing Partner
71 Broadway, New York, NY 10006
Co-Founder of an independent, full-service retirement plan consulting firm dedicated to providing sophisticated investment advisory and compliance expertise to businesses of all sizes.
from Jun 2018
Defined Contribution Team
1345 Avenue Of The Americas, New York, NY 10105
Held various roles, serving as an investment specialist and retirement plan subject matter expert for clients.
Jan 1, 2015 — May 2018
Investment Analyst
40 Wall Street Ct, New York, NY 10005
Developed a proprietary target date analysis tool. The analysis uses statistical modeling to reclassify the investible target date universe into more accurate peer groups
Co-authored targe...
Jan 2014 — Dec 2014
Analyst
1515 Broadway, New York, NY 10003
Managed billing, reconciliation, collections and forecasting for client subscriptions
Lead analyst for over 100 accounts which generated annual revenue in excess of $350 Million
Mar 2011 — Oct 2011
Education
Occupations
Executive
Managing Partner
Co-Founder
Accountant
Finance and Accounting Specialist
Subject Matter Expert
Partner
Chief Executive
Founder
Accounting Bookkeeper
Bookkeeper
Skilled Professional
Skills
Investments
Mutual Funds
Due Diligence
401K
Equities
Financial Markets
Management
Sales
Asset Allocation
Asset Management
Target Date Funds
Fixed Income
Retirement
Microsoft Office
401 Retirement Savings Plans
Risk Management
FAQs about Scott Bauman
What is the main profession of Scott Bauman?
The expert is a Managing Partner.
What jobs is Scott Bauman proficient at at?
Scott is proficient at Executive and Managing Partner jobs.
Where does Scott Bauman live?
Muttontown, New York is the place where Scott Bauman lives
What is the professional's email?
The professional's email is sc**@abglobal.com and jo**@hotmail.com.
Where did Scott Bauman work?
Scott Bauman worked at Pyxis Retirement Consultants, Alliancebernstein.
Where has Scott Bauman studied?
Scott studied at the Alfred Lerner College of Business & Economics at University of Delaware from 2006 to 2010.
Are there any certifications, that Scott Bauman has?
This professional received the following certifications: Series 6, Series 7, Series 63, Series 65, and Life and Health Insurance License.
What languages does Scott Bauman speak?
Scott Bauman speaks English.