FUSE Team

FUSE Team

——FUSE Team——

You have plenty of "yes" men. What you need is a "know" man.

Will Baun
Research Analyst
Will Baun
Research Analyst
781-400-5793

Works as part of the FUSE research staff, mainly in quantitative and qualitative content management for the Decision Support Platform service offering, along with project support for client-specific work.

 

Previously 

  • One Charles Private Wealth, 2017-YE2017
    • Supported a team that manages $500 million in assets for individuals and retirement plans
    • Provided client service and operations for over 150 families
    • Standardized marketing and business development efforts
    • Produced materials and prepared advisors for client meetings
  • Charles Schwab Advisor Services, 2016-2017
    • Internal support for 7 person sales team covering 300+ RIAs with $60 billion+ AUM
    • Consulted on growth strategies, client experience, M&As, ADV updates, and operational efficiencies
    • Ranked #1 in role for activity during every quarter throughout 2016 
    • Developed a tool to uncover best sales opportunities and team’s strategic plan
  • Cerulli Associates, 2014-2015 
    • Created research packages for global asset and wealth managers to assist their corporate initiatives
    • Presented data to clients and key partners to assist with their strategic business plans

 

SPECIALTIES

  • Developing tools and strategy to improve efficiency and decision-making

 

Education & Other ExperIENCE

  • University of Massachusetts, Amherst, BA, History with minor in Education
  • Inducted into the National History Honors Society (Phi Alpha Theta) and the National Society of Leadership and Success
  • Professional Licenses: Series 7, 63

 

Interesting Notes, Perhaps

  • Avid scuba diver and spear fishers
  • Participate in Big Brother Big Sister
  • Been on Good Morning America and in People Magazine