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Keith Baumgarn Location
Irvine, CA, US
Keith Baumgarn Work
Member @ (February 2014 - Present)
Director of Advanced Markets @ (September 2012 - Present)
PAC Regional Senior Pension Consultant @ Penn Mutual (January 2007 - January 2012)
Regional Vice President of Pension Sales @ (January 1987 - January 2007)
Director of Pension Marketing @ (January 1976 - January 1987)
Keith Baumgarn Education
The University of South Dakota
Keith Baumgarn Skills
Wealth Management
Insurance
Retirement Planning
Retirement
Developer of the d.a.d. Retirement Planning Process
Approved Nasba Cpa Cpe Instructor/Speaker
Expert Witness on Erisa Retirement Plans
Approved Business Valuation Appraiser
Keith Baumgarn Summary
Keith Baumgarn, based in Irvine, CA, US, is currently a Director of Advanced Markets at Signature Resources. Keith Baumgarn brings experience from previous roles at California Society of CPAs/CalCPA Education Foundation, Penn Mutual, Lafayette Life Insurance Company and Midland National Life Insurance Company. Keith Baumgarn holds a The University of South Dakota. With a robust skill set that includes Wealth Management, Insurance, Retirement Planning, Retirement, Developer of the d.a.d. Retirement Planning Process and more. Keith Baumgarn has 1 mobile phone numbers on RocketReach.
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