Matt Baumann Email & Phone Number
Sr Vice President @ Fisher Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Matt Baumann Location
- Sacramento, CA, US
Matt Baumann Work
- 2020 -now Sr Vice President @
- 2020 -2020 Vice President @
- 2016 -2020 Investment Counselor @
- 2016 -2016 Wealth Manager at Creative Planning, Inc. @
- 2013 -2016 Investment Counselor @
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.
Looking for a different Matt Baumann?
Find contact details for 700 million professionals.
Others Named Matt Baumann
Matthew Baumann
Vice President - Real Estate and Site Acquisition
California, United States
Matt Baumann
Senior Editorial Manager
Philadelphia, PA, US
Matt Baumann
Inside Sales Rep.
Eugene, OR, US
Matt Baumann
Senior Service Project Manager
Madison, WI, US
Matt Baumann
Access and Identity Engineer
Cleveland, OH, US
Matt Baumann
Sales Manager
Georgetown, IN, US
Matthew Baumann
Senior Regional Sales Director
St. Louis, MO, US
Matt Baumann
Executive Clinical Specialist
Cleveland, OH, US
Matt Baumann
Financial Advisor
Cedar Rapids, IA, US
Top Fisher Investments Employees
Matt Bradarich
Vice President
Wesley Chapel, FL, US
Danny Sullivan
VP Digital Strategy and Operations
Plano, TX, US
Marc Seymer
Executive Vice President, Corporate Finance
Portland, OR, US
Alison Fowler
Vice President Global Media and Marketing Private Client Group
San Francisco, CA, US
Rachel Winfield
Vice President - System and Data Analytics
Palo Alto, CA, US
Jonathon Dues
Vice President, U.S. Defined Contribution
Chicago, IL, US
Jared Haggard
VP - Client Services
Plano, TX, US
Anita Green
Vice President, Investor Responsibility and Engagement
Portland, OR, US
Taylor Woodruff
Senior Vice President
Bellevue, WA, US
Jonathan Morris
Vice President
Dallas, TX, US
Nicole Huckins
Group Vice President - Global Marketing Strategy and Planning
California, United States
Judith Stevens
Marketing VP of New Strategic Initiatives
Brush Prairie, WA, US
Brian McCleave
Regional Vice President
Columbus, OH, US
Eddie Levin
Vice President
San Francisco, CA, US
Philip Parmiter
Regional Vice President
Plano, TX, US
Joseph Chandy
VP of Portfolio Management Technology
Plano, TX, US
Jason He
Vice President
Plano, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co