Jay Baumgardner

Jay Baumgardner Email and Phone Number

Executive Director @ UBS
Newport Beach, CA, US
Jay Baumgardner's Location
Newport Beach, California, United States, United States
Jay Baumgardner's Contact Details

Jay Baumgardner work email

Jay Baumgardner personal email

n/a

Jay Baumgardner phone numbers

About Jay Baumgardner

I hold the Chartered Financial Analyst (CFA) designation, and have over 23 years of experience managing portfolios for a variety of clients./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Jay Baumgardner's Current Company Details
UBS

Ubs

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Executive Director
Newport Beach, CA, US
Website:
nyftyfitness.com
Employees:
28
Jay Baumgardner Work Experience Details
  • Ubs
    Executive Director
    Ubs
    Newport Beach, Ca, Us
    View
  • Ubs
    Executive Director
    Ubs Sep 2016 - Present
    888 San Clemente Drive, Suite 300, Newport Beach, Ca 92660
    View
  • Jp Morgan
    Executive Director
    Jp Morgan Jan 2009 - Sep 2016
    Newport Beach, Ca
    Financial Advisor
    View
  • Jpmorgan
    Vice President
    Jpmorgan 2009 - 2010
    View
  • Wells Fargo
    Senior Portfolio Manager
    Wells Fargo Sep 2004 - Mar 2008

Jay Baumgardner Skills

Portfolio Management Finance Capital Markets Fixed Income Alternative Investments Investments Equities Investment Banking Management Securities Valuation Series 7 Treasury Management Investment Advisory Wealth Management Financial Modeling Asset Managment Credit Financial Analysis Structured Finance Financial Structuring Mergers And Acquisitions Corporate Finance Asset Management Asset Allocation Client Rapport Hedge Funds Investment Management Strategic Financial Planning Private Equity Commercial Banking Series 63 Strategic Planning Private Banking Derivatives Credit Analysis

Jay Baumgardner Education Details

  • Webster University
    Webster University
    Finance, General
  • East Tennessee State University
    East Tennessee State University
    Business Administration

Frequently Asked Questions about Jay Baumgardner

What company does Jay Baumgardner work for?

Jay Baumgardner works for Ubs

What is Jay Baumgardner's role at the current company?

Jay Baumgardner's current role is Executive Director.

What is Jay Baumgardner's email address?

Jay Baumgardner's email address is ja****@****gan.com

What is Jay Baumgardner's direct phone number?

Jay Baumgardner's direct phone number is +194963*****

What schools did Jay Baumgardner attend?

Jay Baumgardner attended Webster University, East Tennessee State University.

What skills is Jay Baumgardner known for?

Jay Baumgardner has skills like Portfolio Management, Finance, Capital Markets, Fixed Income, Alternative Investments, Investments, Equities, Investment Banking, Management, Securities, Valuation, Series 7.

Who are Jay Baumgardner's colleagues?

Jay Baumgardner's colleagues are Flloyd Rewa, Ethan Harro.

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