Chris Baumgardner Email & Phone Number
Client Service Advisor @ Pinnacle Financial Partners
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Chris Baumgardner Location
- Collierville, TN, US
Chris Baumgardner Work
- Client Service Advisor @ (July 2023 - Present)
- Bank Employee @ (August 2021 - July 2023)
- Wealth Support Specialist at Truist Wealth @ (February 2021 - August 2021)
- Customer Support Specialist Private Wealth @ (April 2018 - February 2021)
- Personal Banker IV @ (September 2018 - May 2020)
- Teller Coordinator @ (August 2012 - May 2020)
- Volunteer Youth Minister @ St. Andrews Episcopal Church (August 2006 - August 2020)
- Teller @ (July 2011 - August 2012)
- CSSR @ (June 2010 - April 2011)
- Investment Professional @ Major Firm (April 2009 - April 2010)
- Mens Associate @ (August 2002 - April 2006)
Chris Baumgardner Education
- University of Memphis
B.A. Business Administration (Finance)
2005-2009 - University of Tennessee, Knoxville 2004-2005
Chris Baumgardner Skills
- Microsoft Office
- Portfolio Management
- Financial Modeling
- Strategic Financial Planning
- Banking
- Risk Management
- Microsoft Excel
- Investments
- Credit
- Accounting
- Process Improvement
- Customer Service
- Asset Allocation
- Loans
- Financial Analysis
- Strategic Planning
- Commercial Banking
- Sales
- Mutual Funds
- Access
Chris Baumgardner Summary
- Chris Baumgardner, based in Collierville, TN, US, is currently a Client Service Advisor at Pinnacle Financial Partners. Chris Baumgardner brings experience from previous roles at Pinnacle Financial Partners, Truist Wealth and SunTrust. Chris Baumgardner holds a 2005 - 2009 B.A. Business Administration in Finance @ University of Memphis. With a robust skill set that includes Microsoft Office, Portfolio Management, Financial Modeling, Strategic Financial Planning, Banking and more. Chris Baumgardner has 2 emails and 1 mobile phone numbers on RocketReach.
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