Name variants:
Matthew Baumgartner,
Matthias Baumgartner
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 3, 2022
Email
ma**@gmail.com, ma**@fidelity.com
Location
Layton, UT
Company
Workplace
Colleagues
Work History
Branch Manager
15000 Interstate Highway 10 west, San Antonio, TX
from Jan 2017
Retirement Relationship Manager
245 Summer St, Boston, MA 02210
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from...
Apr 2012 — Jan 2017
Financial Services Representative
Through business to business sales, is responsible for new client accounts as well as maintaining a successful and mutually beneficial relationship with current clients.
Strategically mana...
Oct 2011 — Apr 2012
Branch Manager
7181 south Campus View Dr, West Jordan, UT 84084
Interface with Select Employer Groups, business clients, and local community leaders to develop and maintain organizational strategies, operational efficiencies and mutual growth and develop...
Dec 2006 — Jan 2010
Vice President of Lending
1087 Erikson Dr, Rexburg, ID 83440
Successfully managed and mentored lending staff including mortgage loan officers and collections department totaling approximately 18 individuals
Established an indirect sales and lending ...
Dec 2005 — Dec 2006
Regional Account Manager
5910 Mineral Point Rd, Madison, WI 53705
Facilitated client relationship and development management of approximately 20 clients in the Idaho and South West Montana Region
Developed, mentored, coached, and maintained Credit Union ...
Nov 2004 — Jan 2006
Branch Coordinator and Consumer Loan Officer and Member Service Representative
4140 Harrison Blvd, Ogden, UT 84403
Leading loan closer, indirect lending manager (outside sales) , and responsible for indirect lending marketing
Leader in cross-selling credit union products
Successfully facilitated and c...
Oct 1999 — Nov 2004
Education
1999 — 2004
Occupations
Sales Specialist
Sales and Service Specialist
IT Professional
Computer Software Professional
Marketer
Branch Manager
Sales Agent
Sales Representative
Software Developers
Field Marketing Specialist
Marketing Manager
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
FAQs about Matt Baumgartner
What is the main profession of Matt Baumgartner?
Matt is a Sales Specialist.
What are the profession of Matt?
These person's professions are Sales Specialist and Sales and Service Specialist
Where does Matt Baumgartner currently live?
Layton, Utah is the place where Matt Baumgartner currently lives
Does Matt Baumgartner have the email address?
ma**@gmail.com and ma**@fidelity.com is Matt Baumgartner's email address.
Where did Matt Baumgartner work?
Matt worked at Jobnimbus, Security Service Federal Credit Union.
Where has Matt Baumgartner studied?
Matt studied at the Weber State University from 1999 to 2004.
What are the certifications of Matt Baumgartner?
Matt received the following certifications: Nmls 1621131 and Series 6, 63, 7, 9, 10.
What languages does Matt Baumgartner speak?
Matt Baumgartner speaks Japanese.