Jay Baumgardner Email & Phone Number
Executive Director @ UBS Group AG
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Jay Baumgardner Location
- Newport Beach, CA, US
Jay Baumgardner Work
- 2016 -now Executive Director @
- 2009 -2016 Executive Director @
- 2009 -2010 Vice President @
- 2004 -2008 Senior Portfolio Manager @ Wells Fargo
Jay Baumgardner Education
- Webster University
Master of Business Administration (MBA) (Finance, General)
1987-1990 - East Tennessee State University
Bachelor's (Business Administration)
1980-1982
Jay Baumgardner Skills
- Portfolio Management
- Finance
- Capital Markets
- Fixed Income
- Alternative Investments
- Investments
- Equities
- Investment Banking
- Management
- Securities
- Valuation
- Series 7
- Treasury Management
- Investment Advisory
- Wealth Management
- Financial Modeling
- Asset Managment
- Credit
- Financial Analysis
- Structured Finance
- Financial Structuring
- Mergers & Acquisitions
- Corporate Finance
- Asset Management
- Asset Allocation
- Client Rapport
- Hedge Funds
- Investment Management
- Strategic Financial Planning
- Private Equity
- Commercial Banking
- Series 63
- Strategic Planning
- Private Banking
- Derivatives
- Credit Analysis
- Leadership
- Strategic Financial
- Risk Management
- Banking
- Mergers and Acquisitions
- Public Speaking
- Services
- Financial Services
- Customer Service
Jay Baumgardner Summary
- Jay Baumgardner, based in Newport Beach, CA, US, is currently a Executive Director at UBS. Jay Baumgardner brings experience from previous roles at JP Morgan, JPMorgan and Wells Fargo. Jay Baumgardner holds a 1987 - 1990 Master of Business Administration (MBA) in Finance, General @ Webster University. With a robust skill set that includes Portfolio Management, Finance, Capital Markets, Fixed Income, Alternative Investments and more. Jay Baumgardner has 2 emails and 2 mobile phone numbers on RocketReach.
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