FUSE Team
FUSE Team
——FUSE Team——
You have plenty of "yes" men. What you need is a "know" man.
Will Baun
Associate Director of Research
Will Baun
Associate Director of Research
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
- Managed a group of clients
- Supported a team of advisors servicing HNW individuals and retirement plans
- Investment committee member
- Charles Schwab Advisor Services, 2016-2017
- Internal support for team covering RIAs across New England
- Consulted on growth strategies, client experience, M&As, ADV updates, and operational efficiencies
- Cerulli Associates, 2014-2015
- Sales and Client Support
- Presented and taught clients how to use the data within 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