Mary Baumann Email & Phone Number
Sr. Strategic Relations Sales Strategist @ Principal Financial Group
Mary Baumann's Location
Charlotte, NC, US
Mary Baumann's Work
- Sr. Strategic Relations Sales Strategist @ Principal Financial Group
- Consultant Experience Manager - Consultant Relations @ Principal Financial Group
- Vice President, Consultant Relations @ Wells Fargo
- Vice President, Advisor and Consultant Relations @ Transamerica
- Vice President Sales @ John Hancock Financial Services
- Retirement Services Consultant @ Interstate/Johnson Lane
- Recordkeeper @ Bank of America / Nations Bank
- 401(k) Administrator @ Erie Insurance Group
- Branch Operations @ EF Hutton
Mary Baumann's Education
- Penn State University
Business Administration
- Villa Maria Academy
Mary Baumann's Skills
- Defined Benefit
- Retirement Plan Consulting
- 401k
- Defined Contribution
- ERISA
- Retirement
- Series 63
- Series 7
- Pensions
- Mutual Funds
Mary Baumann's Summary
Mary Baumann, based in Charlotte, NC, US, is currently a Sr. Strategic Relations Sales Strategist at Principal Financial Group, bringing 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 Defined Benefit, Retirement Plan Consulting, 401k, Defined Contribution, ERISA and more, Mary Baumann contributes valuable insights to the industry. Mary Baumann has 6 emails and 1 mobile phone number on RocketReach.
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