Matt Baumann Email & Phone Number
Sr Vice President @ Fisher Investments
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Matt Baumann Location
- Sacramento, CA, US
Matt Baumann Work
- Sr Vice President @ (November 2020 - Present)
- Vice President @ (January 2020 - November 2020)
- Investment Counselor @ (December 2016 - January 2020)
- Wealth Manager at Creative Planning, Inc. @ (August 2016 - December 2016)
- Investment Counselor @ (March 2013 - August 2016)
Matt Baumann Education
- Bellevue University
Master of Business Administration (MBA) (Finance)
2010-2012 - University of Nebraska-Lincoln
Dietetics (Dietetics/Dietitian)
2005-2010
Matt Baumann Skills
- Wealth Management
- Portfolio Management
- Series 63
- Investment Strategies
- Series 65
- Fixed Income
- Asset Allocation
- Investment Advisory
- Series 7
- Retirement Planning
- Equities
Matt Baumann Summary
- Matt Baumann, based in Sacramento, CA, US, is currently a Sr Vice President at Fisher Investments. Matt Baumann brings experience from previous roles at Fisher Investments and Creative Planning Inc.. Matt Baumann holds a 2010 - 2012 Master of Business Administration (MBA) in Finance @ Bellevue University. With a robust skill set that includes Wealth Management, Portfolio Management, Series 63, Investment Strategies, Series 65 and more. Matt Baumann has 3 emails and 2 mobile phone numbers on RocketReach.
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