Elizabeth Rose Bauer

Current Employers

Employment History

• 03/2010 → Present
  New York Life Insurance Company
  Latham, NY
• 02/2011 → Present
  Nylife Securities Llc
  Latham, NY
• 06/2013 → Present
  The Di Bella Financial Group, Llc
  Albany, NY
• 11/2016 → Present
  Eagle Strategies Llc
  Albany, NY

Other Businesses

[OPERATING UNDER THE DBA NAME OF THE DI BELLA FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ROLE/TITLE: ASSOCIATE; ALBANY, NY ; START DATE: 06/2013] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 7 EXECUTIVE CENTRE DRIVE SUITE 2 ALBANY , NY 12203; START DATE 03/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Cryptocurrency Investment; Bitcoin purchase in Coinbase account; 8 W wind way Clifton Park, NY 12065; Start Date 03/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Siena College- Siena Center for Private Wealth Management; Board member for the "wealth management center" for the college. Siena College is looking to create curriculum for students who want to get into the financial services industry.; 515 Loudon Rd, Loudonville, NY 12211; Start Date 02/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; I will be in an advising roll for the college to help them develop a curriculum for students who want to get into our industry]

Exams

• S66 Uniform Combined State Law Examination
  2016-10-24
• S63 Uniform Securities Agent State Law Examination
  2012-12-17

Other Names

• Elizabeth Rose Mcgrath
• Elizabeth Rose Bauer
• Elizabeth Rose Mcgrath