Chris Baumgardner Email & Phone Number
Client Service Advisor @ Pinnacle Financial Partners
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Chris Baumgardner Location
- Collierville, TN, US
Chris Baumgardner Work
- 2023 -now Client Service Advisor @
- 2021 -2023 Bank Employee @
- 2021 -2021 Wealth Support Specialist at Truist Wealth @
- 2018 -2021 Customer Support Specialist Private Wealth @
- 2018 -2020 Personal Banker IV @
- 2012 -2020 Teller Coordinator @
- 2006 -2020 Volunteer Youth Minister @ St. Andrews Episcopal Church
- 2011 -2012 Teller @
- 2010 -2011 CSSR @
- 2009 -2010 Investment Professional @ Major Firm
- 2002 -2006 Mens Associate @
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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