Tony Baumgartner Email & Phone Number
Solutions Consultant @ Symple Lending
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Tony Baumgartner Location
- Irvine, CA, US
Tony Baumgartner Work
- Solutions Consultant @ (February 2025 - Present)
- Investment Advisor and Financial Planner @ (June 2023 - February 2025)
- Wealth Management | Commercial Real Estate | Executive Leadership @ ATB Wealth | High Street Financial | Canada ICI Capital | Bridge To Homeownershi (September 2018 - June 2024)
- Private Banker @ (January 2015 - September 2018)
- Private Banking @ (November 2012 - January 2015)
- Manager @ (September 2008 - October 2012)
- Managing Broker @ Licensed California Real Estate Broker (September 1998 - March 2008)
Tony Baumgartner Education
- California State University-San Bernardino
B.A. (Founding President, Sigma Gamma Phi)
1990-1994
Tony Baumgartner Skills
- Team Building
- Banking
- Customer Relations
- Financial Planning
- Event Planning
- Portfolio Management
- Data Analysis
- Investments
- Mortgage Lending
- Negotiation
- Education
- Team Management
- Team Leadership
- Strategy
- Innovation
- Microsoft Office
- Real Estate
- Microsoft Excel
- New Business Development
- Social Networking
- Credit
- Event Management
- Consumer Lending
- Federal Government
- Customer Service
- Business Intelligence
- Business Strategy
- Coaching
- Public Relations
- Problem Solving
- Securities
Tony Baumgartner Summary
- Tony Baumgartner, based in Irvine, CA, US, is currently a Solutions Consultant at Symple Lending. Tony Baumgartner brings experience from previous roles at RBC Dominion Securities, ATB Wealth | High Street Financial | Canada ICI Capital | Bridge To Homeownershi, RBC Wealth Management and TD. Tony Baumgartner holds a 1990 - 1994 B.A. in Founding President, Sigma Gamma Phi @ California State University-San Bernardino. With a robust skill set that includes Team Building, Banking, Customer Relations, Financial Planning, Event Planning and more. Tony Baumgartner has 1 emails and 2 mobile phone numbers on RocketReach.
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