Joe Baumgartner Email & Phone Number
Corporate Vice President, Senior Investment Solutions Consultant @ New York Life
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Joe Baumgartner Location
- Charlotte, NC, US
Joe Baumgartner Work
- 2026 -now Corporate Vice President, Senior Investment Solutions Consultant @
- 2014 -2026 Senior Associate, Investment Solutions Consultant @
- 2012 -2014 Hybrid Wholesaler @
- 2010 -2011 Financial Advisor @ PNC Investments
Joe Baumgartner Education
- University of Delaware
Bachelor of Science (B.S.) Finance (Finance & Economics)
2005-2009 - University of Delaware - Lerner College of Business and Economics
Bachelor of Science (B.S.) (Men's Ice Hockey 2005 - 2009)
2005-2009
Joe Baumgartner Skills
- Leadership
- Microsoft Office
- Relationship Building
- Microsoft Word
- Management
- PowerPoint
- Research
- Microsoft Excel
- Investments
- Training
- Finance
- Sales Presentations
- Salesforce.com
- Investment Advisory
- Financial Analysis
- Strategic Planning
- Retirement Planning
- Wealth Management
- Sales
- Financial Planning
Joe Baumgartner Summary
- Joe Baumgartner, based in Charlotte, NC, US, is currently a Corporate Vice President, Senior Investment Solutions Consultant at New York Life. Joe Baumgartner brings experience from previous roles at New York Life and PNC Investments. Joe Baumgartner holds a 2005 - 2009 Bachelor of Science (B.S.) Finance in Finance & Economics @ University of Delaware. With a robust skill set that includes Leadership, Microsoft Office, Relationship Building, Microsoft Word, Management and more. Joe Baumgartner has 3 emails and 1 mobile phone numbers on RocketReach.
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