Mark Baumgartner Email & Phone Number
Founder @ Coastal Financial Advisors, Inc. | Fee Only | Fiduciary
Mark Baumgartner's Location
Virginia Beach, VA, US
Mark Baumgartner's Work
- Founder @ Coastal Financial Advisors, Inc. | Fee Only | Fiduciary
- Chairman of the Board and the Audit Committee @ Nuula (acquired by Nav Technologies, Inc.)
- Board Of Directors Member, Chairman of the Audit Committee @ The Neat Company
- Chairman of the Board of Directors and Member of Audit Committee @ BFS Capital (now operating as Nuula)
- Board of Directors Member and Chairman of Audit Committee @ BFS Capital
- Chief Investment Officer @ Liberty Tax Service
- Founding Chief Executive Officer @ Liberty Tax Service
- Chief Financial Officer @ Liberty Tax Service
- Chief Financial Officer and Secretary of the Board of Directors @ Infinet Company (an application service provider (ASP) to the Media Industry)
- SVP of Operations @ First Coastal Savings Bank
Mark Baumgartner's Education
- Shepherd University
Bachelors (Accounting)
1980 - 1984 - Thomas Wootton High School1976 - 1980
Mark Baumgartner's Skills
- Finance
- Financial Analysis
- Management
- Mergers and Acquisitions
- Strategic Financial Planning
- CPA
- Accounting
- Financial Planning
- Managerial Finance
- Executive Management
Mark Baumgartner's Summary
Mark Baumgartner, based in Virginia Beach, VA, US, is currently a Founder at Coastal Financial Advisors, LLC, bringing experience from previous roles at Nuula, The Neat Company, BFS Capital (now operating as Nuula) and BFS Capital. Mark Baumgartner holds a 1980 - 1984 Bachelors in Accounting @ Shepherd University. With a robust skill set that includes Finance, Financial Analysis, Management, Mergers and Acquisitions, Strategic Financial Planning and more, Mark Baumgartner contributes valuable insights to the industry. Mark Baumgartner has 2 emails on RocketReach.
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Mark Baumgartner
Founder at Coastal Financial Advisors, Inc. | Fee Only | Fiduciary
Virginia Beach, VA, US23
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