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Keith Baumgarn Location
Irvine, CA, US
Keith Baumgarn Work
2014 -now Member @
2012 -now Director of Advanced Markets @
2007 -2012 PAC Regional Senior Pension Consultant @ Penn Mutual
1987 -2007 Regional Vice President of Pension Sales @
1976 -1987 Director of Pension Marketing @
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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