Jodi Baumann Email & Phone Number
Director of Investment Client Services @ Richardson Financial Group, Inc.
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Jodi Baumann Location
- Jackson, WI, US
Jodi Baumann Work
- Director of Investment Client Services @ (October 2016 - Present)
- Associate Financial Representative @ (October 2006 - October 2016)
- Administrative Manager and Executive Assistant and 401(k) Consulting @ Rothschild Investment Corporation (January 2002 - January 2006)
- 401(k) Coordinator and Training and Human Resources and Research Assistant @ Strong Funds (January 1993 - January 2002)
Jodi Baumann Education
- Milwaukee Area Technical College
Associate Degree and Certificate
Jodi Baumann Skills
- Administrative Work
- Customer Service
- Disability Insurance
- Human Resources
- Life Insurance
- Long-term Care
- Microsoft Excel
- Microsoft Word
- Mutual Funds
- PowerPoint
- Process Improvement
- Research
- Retirement
- Retirement Planning
- Series 63
- Series 7
- Training
- Long Term Care
Jodi Baumann Summary
- Jodi Baumann, based in Jackson, WI, US, is currently a Director of Investment Client Services at Richardson Financial Group, Inc.. Jodi Baumann brings experience from previous roles at Northwestern Mutual, Rothschild Investment Corporation and Strong Funds. Jodi Baumann holds a Associate Degree and Certificate @ Milwaukee Area Technical College. With a robust skill set that includes Administrative Work, Customer Service, Disability Insurance, Human Resources, Life Insurance and more. Jodi Baumann has 1 emails and 2 mobile phone numbers on RocketReach.
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Others Named Jodi Baumann
Jodi Baumann
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Jodi Baumann
Director of Investment Client Services
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Jodi Baumann
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Top Richardson Financial Group, Inc. Employees
Scott Richardson
President
Menomonee Falls, WI, US
Jodi Baumann
Director of Investment Client Services
Jackson, WI, US
Bryan Becker
Senior Wealth Advisor
Milwaukee, WI, US
Mary Olson
Director of Investment Operations
Menomonee Falls, WI, US
Mike Richardson
CEO
Menomonee Falls, WI, US
Daniel Brown
Director of Investment Management
Brookfield, WI, US
Nathan Corroy
Director of Financial Planning
Menomonee Falls, WI, US
Mark Steele
Senior Wealth Advisor
Menomonee Falls, WI, US
Tanner Kramer
Financial Analyst
Neenah, WI, US
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