Joe Baumgartner's Location
Charlotte, NC, US
Joe Baumgartner's Work
- Investment Product Consultant @ New York Life
- Hybrid Wholesaler @ New York Life
- Financial Advisor @ PNC Investments
Joe Baumgartner's 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.) (Finance and Economics)
2005 - 2009
Joe Baumgartner's Skills
- Leadership
- Microsoft Office
- Relationship Building
- Microsoft Word
- Management
- PowerPoint
- Research
- Microsoft Excel
- Investments
- Training
Joe Baumgartner's Summary
Joe Baumgartner, based in Charlotte, NC, US, is currently a Investment Product Consultant at New York Life, bringing 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 contributes valuable insights to the industry. Joe Baumgartner has 2 emails on RocketReach.
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