Mary Baumann Email & Phone Number
Sr. Strategic Relations Sales Strategist @ Principal Financial Group
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Mary Baumann Location
- Charlotte, NC, US
Mary Baumann Work
- 2024 -now Sr. Strategic Relations Sales Strategist @
- 2020 -2024 Consultant Experience Manager - Consultant Relations @
- 2014 -2020 Vice President, Consultant Relations @
- 2001 -2014 Vice President, Advisor and Consultant Relations @
- 2000 -2001 Vice President Sales @
- 1996 -2000 Retirement Services Consultant @ Interstate/Johnson Lane
- 1995 -1996 Recordkeeper @ Bank of America / Nations Bank
- 1989 -1994 401(k) Administrator @
- 1984 -1989 Branch Operations @ EF Hutton
Mary Baumann Education
- Penn State University
Business Administration
- Villa Maria Academy
Mary Baumann Skills
- Series 7
- retirement plans
- Relationship Management
- 401k
- Retirement Planning
- Financial Services
- Pensions
- Sales
- Customer Service
- Defined Benefit
- Retirement Plan Consulting
- Defined Contribution
- Profit Sharing
- Qualified Retirement Plans
- ERISA
- Retirement
- Series 63
- Mutual Funds
- Series 6
- Investment Advisory
- ETFs
- Investment Strategies
- Strategic Planning for Growth
- Investments
- Securities
- Business Analysis
- Strategic Planning
- PowerPoint
- Training
Mary Baumann Summary
- Mary Baumann, based in Charlotte, NC, US, is currently a Sr. Strategic Relations Sales Strategist at Principal Financial Group. Mary Baumann brings experience from previous roles at Principal Financial Group, Wells Fargo, Transamerica Retirement Solutions and John Hancock Financial Services. Mary Baumann holds a Business Administration @ Penn State University. With a robust skill set that includes Series 7, retirement plans, Relationship Management, 401k, Retirement Planning and more. Mary Baumann has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Principal Financial Group Employees
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