Ahmie Baum Email & Phone Number
Founder and CEO @ Interchange Capital Partners
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Ahmie Baum Location
- Pittsburgh, PA, US
Ahmie Baum Work
- 2024 -now Executive Chairman of the Board @
- 2020 -now Founder and CEO @
- 1993 -2020 Managing Director @
- 1987 -1993 Senior Vice President @
- 1979 -1987 Senior Vice President @ EF Hutton
Ahmie Baum Education
- Duquesne University School of Leadership & Professional Advancement
Executive Certificate in Financal Planning
2004-2005 - University of Pittsburgh
B.S. (Psychology)
1973-1979 - Family Firm Institute
CFBA (Family Business Advisory)
Ahmie Baum Skills
- Wealth Management
- Transition Planning
- Strategic Financial Planning
- Financial Planners
- Project Planning
- Business Strategy
- Strategic Planning
- Relationship Management
- Investment Consulting
- Multi-generational wealth transfer
- Intergenerational Wealth Transfer
- Charitable Gift Planning
- Exit Planning
- Wealth Management Services
- Business Transition
- Advanced Planning
- Business Analysis
- Healthcare
- Financial Services
- Multi Generational Wealth Transfer
- Microsoft Office
- Wealth
- Management
- Retirement
- Wealth Enhancement
- Wealth Protection
Ahmie Baum Summary
- Ahmie Baum, based in Pittsburgh, PA, US, is currently a Founder and CEO at Interchange Capital Partners. Ahmie Baum brings experience from previous roles at Interchange Capital Partners, UBS, Shearson Financial Services and EF Hutton. Ahmie Baum holds a 2004 - 2005 Executive Certificate in Financal Planning @ Duquesne University School of Leadership & Professional Advancement. With a robust skill set that includes Wealth Management, Transition Planning, Strategic Financial Planning, Financial Planners, Project Planning and more. Ahmie Baum has 1 emails and 3 mobile phone numbers on RocketReach.
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