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Jeffrey R. Baumann, Cepa, Mba Email & Phone Number

Helping Individuals, Families, and Small Business Owners Build, Protect, and Distribute Their Wealth at Northeast Financial Network
Location: New York City Metropolitan Area, United States, United States 3 work roles 2 schools
2 work emails found @nepcusa.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email j****@nepcusa.com
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Current company
Northeast Financial Network
Role
Helping Individuals, Families, and Small Business Owners Build, Protect, and Distribute Their Wealth
Location
New York City Metropolitan Area, United States, United States
Company size
57 employees

Who is Jeffrey R. Baumann, Cepa, Mba? Overview

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Jeffrey R. Baumann, Cepa, Mba is listed as Helping Individuals, Families, and Small Business Owners Build, Protect, and Distribute Their Wealth at Northeast Financial Network, a company with 57 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at nepcusa.com and a matched LinkedIn profile for Jeffrey R. Baumann, Cepa, Mba.

Jeffrey R. Baumann, Cepa, Mba previously worked as Financial Advisor at Northeast Financial Network and Sales Representative at Hint Inc.. Jeffrey R. Baumann, Cepa, Mba holds Master Of Business Administration (Mba) from Rutgers, The State University Of New Jersey-Newark.

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Email format at Northeast Financial Network

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*@nepcusa.com
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Profile bio

About Jeffrey R. Baumann, Cepa, Mba

I help my clients build their assets and show them how to preserve and conserve those assets through proper strategies and protection. As I grow with my clients and support their changing needs, I assist them in staying on track throughout the three stages of their financial life. Born and raised in Cranford, NJ, I now live in Asbury Park, NJ and share time between my two offices. When I'm not in the office, my wife and I enjoy traveling, live music, trying new restaurants, taking our dog to the beach, working out, and reading.Jeffrey R. Baumann, CEPA, MBAM. 908.868.2233 F. 732.444.159890 E. Halsey Rd., Parsippany, NJ 07054101 Crawfords Corner Rd., Suite 2405, Holmdel, NJ 07033Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 101 CRAWFORDS CORNER ROAD, SUITE 2405, HOLMDEL NJ, 07733, 908-709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Northeast Financial Network and The Fitzgerald Group are not affiliates or subsidiaries of PAS or Guardian. CA Insurance License Number - 4107586. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:2024-2669/

Listed skills include Life Insurance, Families, Estate Planning, Young Professionals, and 3 others.

Current workplace

Jeffrey R. Baumann, Cepa, Mba's current company

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Northeast Financial Network
Northeast Financial Network
Helping Individuals, Families, and Small Business Owners Build, Protect, and Distribute Their Wealth
cranford, new jersey, united states
Website
northeastfn.com
Employees
57
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Company profile
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3 roles · 15 years

Jeffrey R. Baumann, Cepa, Mba work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Northeast Financial Network

Greater New York City Area, United States

I help my clients achieve maximum efficiency through total coordination of all parts of their financial life. I serve as a guide to help them address their concerns today, while achieving overall financial confidence, and properly planning for tomorrow. Once financial confidence is achieved, I help my clients improve their wealth building through.

Mar 2013 - Present

Sales Representative

Hint Inc.

Greater New York City Area

  • I generated new accounts in New York City Metropolitan area through customized sales approach across varied client platform.
  • I cultivated key client accounts through customer relationship management.
  • I increased brand awareness and brand equity through execution of regional marketing strategies.
2011 - 2013 ~2 yrs

Transaction Processing Specialist

Jpmorgan Chase & Co.

1 Chase Manhattan Plaza New York, NY

  • I processed sales of bond and equities worth up to $10MM and ensured sufficient position of securities in clients’ accounts.
  • I led 10-member team to transition to automated resolution system that tracked outstanding trades due to loan-return failures, resulting in increased efficiency.
  • I gained buy-in from senior management for idea to develop daily metrics report to monitor and record newly automated multi-million dollar cash crediting and debiting transactions.
  • I liaised with cross-functional teams to create and modify new securities lending procedures, then trained team members on new procedures.
  • I minimized risk through realignment of reporting processes to increase efficiency, accuracy and conformity with client requests.
Nov 2007 - Aug 2010
Team & coworkers

Colleagues at Northeast Financial Network

Other employees you can reach at northeastfn.com. View company contacts for 57 employees →

DC Dillon Caswell Dillon Caswell Colleague at Northeast Financial Network New York City Metropolitan Area, United States View → DP David Parsels David Parsels Colleague at Northeast Financial Network Cranford, New Jersey, United States, United States View → VL Valentina Lazoja Valentina Lazoja Colleague at Northeast Financial Network New York City Metropolitan Area, United States View → SB Steve Barbesh, Crpc®, Mba Steve Barbesh, Crpc®, Mba Colleague at Northeast Financial Network Holmdel, New Jersey, United States, United States View → GG Giuseppe Gaetano Giuseppe Gaetano Colleague at Northeast Financial Network Vineland, New Jersey, United States, United States View → CP Cara Porcella Badger Cara Porcella Badger Colleague at Northeast Financial Network New York City Metropolitan Area, United States View → RB Ryan Beattie Ryan Beattie Colleague at Northeast Financial Network New York City Metropolitan Area, United States View → LS Lih Sun Lih Sun Colleague at Northeast Financial Network Cranford, New Jersey, United States, United States View → CG Christopher Graff Christopher Graff Colleague at Northeast Financial Network Old Bridge, New Jersey, United States, United States View → TN Todd Neuberger Todd Neuberger Colleague at Northeast Financial Network Malverne, New York, United States, United States View →
2 education records

Jeffrey R. Baumann, Cepa, Mba education

Master Of Business Administration (Mba)

Rutgers, The State University Of New Jersey-Newark

Activities and Societies: Treasurer- Toastmasters International; Member- Team MBA, Rutgers Association of Marketing and Strategy

Bachelor Of Science, Applied Psychology

Champlain College
FAQ

Frequently asked questions about Jeffrey R. Baumann, Cepa, Mba

Quick answers generated from the profile data available on this page.

What company does Jeffrey R. Baumann, Cepa, Mba work for?

Jeffrey R. Baumann, Cepa, Mba works for Northeast Financial Network.

What is Jeffrey R. Baumann, Cepa, Mba's role at Northeast Financial Network?

Jeffrey R. Baumann, Cepa, Mba is listed as Helping Individuals, Families, and Small Business Owners Build, Protect, and Distribute Their Wealth at Northeast Financial Network.

What is Jeffrey R. Baumann, Cepa, Mba's email address?

AeroLeads has found 2 work email signals at @nepcusa.com for Jeffrey R. Baumann, Cepa, Mba at Northeast Financial Network.

Where is Jeffrey R. Baumann, Cepa, Mba based?

Jeffrey R. Baumann, Cepa, Mba is based in New York City Metropolitan Area, United States, United States while working with Northeast Financial Network.

What companies has Jeffrey R. Baumann, Cepa, Mba worked for?

Jeffrey R. Baumann, Cepa, Mba has worked for Northeast Financial Network, Hint Inc., and Jpmorgan Chase & Co..

Who are Jeffrey R. Baumann, Cepa, Mba's colleagues at Northeast Financial Network?

Jeffrey R. Baumann, Cepa, Mba's colleagues at Northeast Financial Network include Dillon Caswell, David Parsels, Valentina Lazoja, Steve Barbesh, Crpc®, Mba, and Giuseppe Gaetano.

How can I contact Jeffrey R. Baumann, Cepa, Mba?

You can use AeroLeads to view verified contact signals for Jeffrey R. Baumann, Cepa, Mba at Northeast Financial Network, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey R. Baumann, Cepa, Mba attend?

Jeffrey R. Baumann, Cepa, Mba holds Master Of Business Administration (Mba) from Rutgers, The State University Of New Jersey-Newark.

What skills is Jeffrey R. Baumann, Cepa, Mba known for?

Jeffrey R. Baumann, Cepa, Mba is listed with skills including Life Insurance, Families, Estate Planning, Young Professionals, Business Owners, Disability Insurance, and Disability Income Insurance.

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