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James Baumgardner Location
Washington, DC, US
James Baumgardner Work
2024 -now Relationship Manager @
2018 -2023 Director, Relationship Manager II @
2016 -2018 Vice President, Relationship Manager @
2012 -2016 Assistant Vice President, T. Rowe Price Group - Manager, Consultant Relations @
2007 -2012 403(b) and TPA Relationship Manager @
2003 -2007 Relationship Manager @
James Baumgardner Education
The Ohio State University
Bachelor of Arts (Economics)
West Geauga High School
James Baumgardner Skills
401k
Retirement
Investments
Retirement Planning
Pensions
Sales
403 b
Mutual Funds
Series 63
Series 7
Asset Allocation
Series 6
Securities
Financial Services
Investment Strategies
Equities
Financial Advisory
Portfolio Management
Credit
Public Relations
Business Development
Microsoft Office
Commerce
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James Baumgardner Summary
James Baumgardner, based in Washington, DC, US, is currently a Relationship Manager at Empower. James Baumgardner brings experience from previous roles at TIAA, Wells Fargo and T. Rowe Price. James Baumgardner holds a Bachelor of Arts in Economics @ The Ohio State University. With a robust skill set that includes 401k, Retirement, Investments, Retirement Planning, Pensions and more. James Baumgardner has 1 emails on RocketReach.
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