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 1 mobile phone numbers on RocketReach.
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