Brian Baum Email & Phone Number
Senior Financial Planner @ Family Wealth Partners
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Brian Baum Location
- Charlotte, NC, US
Brian Baum Work
- Senior Financial Planner @ (March 2024 - Present)
- Senior Financial Advisor @ (October 2021 - March 2024)
- Financial Advisor @ (April 2020 - October 2021)
- Senior Investment Consultant @ (August 2018 - April 2020)
- Business Development and Investment Consultant @ (March 2017 - August 2018)
- VP of Sales and Marketing @ (September 2008 - March 2017)
- Sales Consultant @ Yellowbook (February 2006 - September 2008)
Brian Baum Education
- Liberty University
Bachelor's degree (Business, Finance, Management, Marketing, and Related Support Services, Sales)
2002-2005 - Charlotte Christian School
Brian Baum Skills
- Sales
- New Business Development
- Customer Service
- Account Management
- Social Media Marketing
- Sales Management
- Online Marketing
- Marketing Strategy
- Business Development
- Medical Devices
- SEO
- Leadership
- Multimedia
- Dental Sales
- Small Business
- SEM
- Selling
- Cold Calling
- Social Media
- Public Speaking
- Dentistry
- Technology
- Dental Software
- Contract Negotiation
- Marketing
Brian Baum Summary
- Brian Baum, based in Charlotte, NC, US, is currently a Senior Financial Planner at Family Wealth Partners. Brian Baum brings experience from previous roles at Vanguard. Brian Baum holds a 2002 - 2005 Bachelor's degree in Business, Finance, Management, Marketing, and Related Support Services, Sales @ Liberty University. With a robust skill set that includes Sales, New Business Development, Customer Service, Account Management, Social Media Marketing and more. Brian Baum has 3 emails and 2 mobile phone numbers on RocketReach.
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