Patrick Baumann Email & Phone Number
Market Leader @ Wells Fargo Advisors
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Patrick Baumann Location
- New York, NY, US
Patrick Baumann Work
- 2024 -now Market Leader @
- 2014 -2024 Regional Business Director | First Vice President. @
- 2013 -2014 Market Growth and Development | Asst Vice President @ First Clearing an Affiliate of Wells Fargo
- 2006 -2013 Assistant Vice President | Player Coach Regional Business Consultant @
- 2004 -2006 Financial Advisor @
Patrick Baumann Education
- Denison University
Bachelors of Science (Economics)
2001-2005 - Sewickley Academy 1998-2001
Patrick Baumann Skills
- Portfolio Analysis
- Investments
- Financial Analysis
- Sales
- Financial Services
- Risk Management
- Customer Service
- Finance
- Securities
- Mortgage Lending
- Credit
- Banking
- Portfolio Management
- Loans
- Business Analysis
- Strategy
- Project Management
- Credit Analysis
- Social Media
Patrick Baumann Summary
- Patrick Baumann, based in New York, NY, US, is currently a Market Leader at Wells Fargo Advisors. Patrick Baumann brings experience from previous roles at Wells Fargo Advisors, First Clearing an Affiliate of Wells Fargo and AIG. Patrick Baumann holds a 2001 - 2005 Bachelors of Science in Economics @ Denison University. With a robust skill set that includes Portfolio Analysis, Investments, Financial Analysis, Sales, Financial Services and more. Patrick Baumann has 3 emails and 2 mobile phone numbers on RocketReach.
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