Philip Baus

Philip Baus

Director of Investment Research and Financial Planning

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  • Timeline

  • About me

    Wealth Management Advisor at Northwestern Mutual

  • Education

    • St. George's High School

      2007 - 2010
      High School Degree Physics and Mathematics

      Activities and Societies: Lacrosse, Football, Hockey, Swimming, Squash, Photography, Metal fabrication, Choir, President of the a capella group named The Hilltoppers, and many other initiatives including Habitat for Humanity in Georgia.

    • Fairfield Country Day School

      1997 - 2007
    • Lehigh University

      2011 - 2015
      Bachelor's degree Finance, General

      Activities and Societies: Phi Gamma Delta, Off the Record A Cappella: Treasurer of the group, Club Lacrosse team, Musical Theatre Lead in the show Reefer Madness, Column in Lehigh's Brown and White news paper called Cars on Campus

    • Fairfield University

      2010 - 2011
      Environmental Engineering

      Attended Fairfield University for a year, when I then transferred to Lehigh University to continue my studies as an engineer. After a semester at Lehigh I realized my talents could be better suited towards finance where I then graduated with a B.S. in Finance. Still a Stag at heart although I graduated as a Mountain Hawk.

  • Experience

    • Northwestern Mutual

      Jun 2011 - Aug 2013
      Director of Investment Research and Financial Planning

      Every summer worked part time as an assistant to a wealth management adviser. Converted filing system from paper to computer based filing. Learned valuable knowledge from behind the scene of being a wealth management adviser.

    • Northwestern Mutual

      Oct 2015 - May 2016
      Financial Representative
    • Garavel Subaru

      Jul 2016 - Mar 2017
      Sales Professional

      Working as a sales professional at Garavel Subaru has expanded my vision when it comes to serving clients as well as teaching me the importance of an ongoing relationship. Although the initial sale is important as a sales professional at a Subaru dealership, the more important sales come from those who you have a lasting relationship with. Becoming a trusted sales professional, one who works with diligence and honesty, is more important than any one sale. I worked at Garavel Subaru to gain knowledge and experience and with the help of the management and principals alike I was able to gain invaluable knowledge that will last me a lifetime. My tenure there was very pleasant and anyone who is looking for a job in the automotive sales industry should strongly consider working at either Garavel Subaru and Garavel Jeep, Dodge, Chrysler, Ram. Show less

    • Northwestern Mutual

      Mar 2017 - now

      Director of Financial Planning and Investment Research for Donald A. Bowers's team of associates.

      • Wealth Management Advisor

        Jul 2020 - now
      • Wealth Management Associate

        Jan 2019 - now
      • Associate Financial Representative

        Mar 2017 - now
  • Licenses & Certifications

    • Series 6, 7 and 63

      FINRA
  • Volunteer Experience

    • Grounds Keeping

      Issued by YMCA on Jun 2012
      YMCAAssociated with Philip Baus