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Matt Baumgartner Location
Layton, UT, US
Matt Baumgartner Work
2025 -now Director of Workforce Development @
2019 -2025 Sales Director @
2017 -2019 Sales and Branch Manager @
2012 -2017 Retirement Relationship Manager @
2011 -2012 Financial Services Rep @
2006 -2010 Branch Manager @
2005 -2006 Vice President Of Lending @
2004 -2006 Regional Account Manager @
1999 -2004 Branch Coordinator and Consumer Loan Officer and Member Service Representative @ Weber State Credit Union
Matt Baumgartner Education
Weber State University
BA (Business Marketing)
1999-2004
Matt Baumgartner Skills
Loans
Credit
Leadership
Financial Analysis
Sales
Team Building
Management
Mortgage Lending
Banking
Sales Management
Strategic Planning
Series 63
Portfolio Management
Credit Analysis
Customer Satisfaction
Risk Management
Account Management
Securities
New Business Development
Executive Management
Investments
Microsoft Excel
Series 7
Retirement Planning
Insurance
Credit Unions
Consumer Lending
Small Business Lending
Cross Selling
Mutual Funds
Wealth Management
Strategic Financial Planning
Series 10
Series 9
NMLS
Strategy
Marketing
Project Management
Matt Baumgartner Summary
Matt Baumgartner, based in Layton, UT, US, is currently a Director of Workforce Development at YouScience. Matt Baumgartner brings experience from previous roles at JobNimbus, Security Service Federal Credit Union, Fidelity Investments and E*TRADE Financial. Matt Baumgartner holds a 1999 - 2004 BA in Business Marketing @ Weber State University. With a robust skill set that includes Loans, Credit, Leadership, Financial Analysis, Sales and more. Matt Baumgartner has 2 emails and 2 mobile phone numbers on RocketReach.
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