Bonnie Sauer

FAQ About Bonnie Sauer

• What is Bonnie Sauer's address?

  Bonnie Sauer is located at
  2141 West Tallgrass Trail, Phoenix, United States

• What is Bonnie Sauer's job title?

  Bonnie Sauer is a
  My career is primarily in financial services where I feel I thrive via engagement and relationships with clients and internal partners. I am always willing to explore new opportunities and to learn new skills through continuing education, certifications, or licensing in the industry. In the past I have attained certifications in the financial and fitness industries, but I am open to new experiences for my future. As a former homeschooling parent, I have learned more about patience and organization than I ever thought possible. Creativity is a plus as is an ability to manage interpersonal relationships while keeping a positive and motivating attitude. My work day is primarily focused on exceeding client expectations and making sure tasks are completed in a timely manner. Collaboration with internal teams, use of SalesForce and other supporting CRM systems along with Excel and MS products are all necessary for my role. I have experience with onboarding RIA and third party money management firms, as well as working with mergers and breakaway firms. In my spare time, you will find my on the pickleball court or hiking trails. Investment Advisory services are provided by Ashton Thomas Private Wealth, LLC, an SEC SEC-registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member ofFINRA/SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways, and are governed by different laws and separate contracts with you. M.S. Howells & Co. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. Representatives of entities listed may only conduct business with residents of the states and jurisdictions in which they are properly registered. Check the background of the firm or investment professional on Broker Check or Advisor Check. Ashton Thomas Private Wealth

• What industry does Bonnie Sauer currently work in?

  Bonnie Sauer currently works in the
  Ashton Thomas Private Wealth

• What is Bonnie Sauer's area of expertise?

  Bonnie Sauer specializes in
  My career is primarily in financial services where I feel I thrive via engagement and relationships with clients and internal partners. I am always willing to explore new opportunities and to learn new skills through continuing education, certifications, or licensing in the industry. In the past I have attained certifications in the financial and fitness industries, but I am open to new experiences for my future. As a former homeschooling parent, I have learned more about patience and organization than I ever thought possible. Creativity is a plus as is an ability to manage interpersonal relationships while keeping a positive and motivating attitude. My work day is primarily focused on exceeding client expectations and making sure tasks are completed in a timely manner. Collaboration with internal teams, use of SalesForce and other supporting CRM systems along with Excel and MS products are all necessary for my role. I have experience with onboarding RIA and third party money management firms, as well as working with mergers and breakaway firms. In my spare time, you will find my on the pickleball court or hiking trails. Investment Advisory services are provided by Ashton Thomas Private Wealth, LLC, an SEC SEC-registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member ofFINRA/SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways, and are governed by different laws and separate contracts with you. M.S. Howells & Co. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. Representatives of entities listed may only conduct business with residents of the states and jurisdictions in which they are properly registered. Check the background of the firm or investment professional on Broker Check or Advisor Check.

• Which languages does Bonnie Sauer speak? 

  Bonnie Sauer speaks the following languages:
  No languages available.

• Which industries has Bonnie Sauer previously worked in?   

  Bonnie Sauer has prior experience in the following industries:
  Charles Schwab , Portfolio Design Labs , Charles Schwab , Charles Schwab , Charles Schwab , Edward Jones , Ameriprise Financial Services , Arrowhead Country Club , Home Educator , Charles Schwab

• What is Bonnie Sauer’s work experience?  

  Bonnie Sauer has the following professional experience:
  Ashton Thomas Private Wealth , Charles Schwab , Portfolio Design Labs , Charles Schwab , Charles Schwab , Charles Schwab , Edward Jones , Ameriprise Financial Services , Arrowhead Country Club , Home Educator , Charles Schwab .

• How can I find Bonnie Sauer on LinkedIn?  

  You can view Bonnie Sauer’s
  LinkedIn profile at LinkedIn URL.

• What are Bonnie Sauer’s work email addresses?  

  Bonnie Sauer’s work email addresses are
  [email protected] .

• What company does Bonnie Sauer work for?  

  Bonnie Sauer works at
  Ashton Thomas Private Wealth