Brian Baum Email & Phone Number
Senior Financial Planner @ Family Wealth Partners
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Brian Baum Location
- Charlotte, NC, US
Brian Baum Work
- 2024 -now Senior Financial Planner @
- 2021 -2024 Senior Financial Advisor @
- 2020 -2021 Financial Advisor @
- 2018 -2020 Senior Investment Consultant @
- 2017 -2018 Business Development and Investment Consultant @
- 2008 -2017 VP of Sales and Marketing @
- 2006 -2008 Sales Consultant @ Yellowbook
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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