Relationship Manager
Current
Mar 2022 - Present
AeroLeads people directory · profile
Lucas Baumgartner Email & Phone Number
Relationship Manager, Wealth Management
at
Trust Point Inc.
1 work email found
@trustpointinc.com
2 phones found area 262
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Relationship Manager, Wealth Management
Location
La Crosse, Wisconsin, United States
Who is Lucas Baumgartner? Overview
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Quick answer
Lucas Baumgartner is listed as Relationship Manager, Wealth Management at Trust Point Inc., based in La Crosse, Wisconsin, United States. AeroLeads shows a work email signal at trustpointinc.com, phone signal with area code 262, and a matched LinkedIn profile for Lucas Baumgartner.
Lucas Baumgartner previously worked as Relationship Manager at Trust Point Inc. and Associate Relationship Manager at Trust Point Inc.. Lucas Baumgartner holds Bachelor Of Science (B.S.), Finance, General from University Of Wisconsin-La Crosse.
Company email context
Email format at Trust Point Inc.
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{first_initial}{last}@trustpointinc.com
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AeroLeads found 1 current-domain work email signal for Lucas Baumgartner. Compare company email patterns before reaching out.
Profile bio
About Lucas Baumgartner
Proud graduate from the University of Wisconsin - La Crosse. I am a part of the team at Trust Point Inc. in our La Crosse, Wisconsin office. As a Relationship Manager in our Wealth Management department, I work closely with families who are developing their estate plans. At Trust Point, we collaborate with CPAs and attorneys to ensure our clients needs are able to be achieved both now and in the future. My primary area of focus is the irrevocable trust administration field.
Listed skills include Customer Service, Microsoft Excel, Time Management, Team Leadership, and 15 others.
Current workplace
Lucas Baumgartner's current company
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9 roles
Lucas Baumgartner work experience
A career timeline built from the work history available for this profile.
Associate Relationship Manager
Nov 2021 - Mar 2022
Client Service Associate
May 2021 - Dec 2021
Administrative Assistant
May 2019 - May 2021
Bartender
-Provide exceptional service to all guests.-Inform guests of different daily featured items.-Educate first time guests about TWF's second to none quality.-Create amazing experience for guests.
Apr 2016 - Dec 2021
Accounting Intern
The Weber Group
-Worked with multiple business entities to process invoices efficiently and in a time sensitive environment.-Created general journal entries in Quickbooks using source documents ensuring processes are accurately documented.-Communicated with accounting team regarding changes in processes and procedures while updating training manual.-Assisted in the creation of training processes for new establishments in the process of official opening.
Jan 2019 - May 2019
Administrative Assistant
La Crosse Distilling Co.
-Assisted in opening tasting room/restaurant from service & management standpoint prior to being open to the public.-Processed hourly and tip pool payroll on a biweekly basis for servers, bartenders, support staff, and kitchen employees.-Communicated dry goods needs to corresponding vendors while monitoring price levels and ensuring the best cost is being obtained.-Collaborated with management regarding tip structure & employee satisfaction in job roles.-Processed cash sales regularly to ensure bank account audits were accurate and reflected the operation of the business in a timely manner.
Aug 2018 - Jan 2019
Records Management Specialist
-Updated documentation for company contracts-Worked with time sensitive information to ensure system reflected information accurately
Nov 2017 - Jan 2018
Financial Services Intern
-Educate members towards financial success-Process and close consumer loans-Resolve member service problems-Provide highest quality service possible.
May 2016 - Aug 2016
2 education records
Lucas Baumgartner education
Bachelor Of Science (B.S.), Finance, General
University Of Wisconsin-La Crosse
High School, Regular/General High School/Secondary Diploma Program
Cedarburg High School
FAQ
Frequently asked questions about Lucas Baumgartner
Quick answers generated from the profile data available on this page.
What company does Lucas Baumgartner work for?
Lucas Baumgartner works for Trust Point Inc..
What is Lucas Baumgartner's role at Trust Point Inc.?
Lucas Baumgartner is listed as Relationship Manager, Wealth Management at Trust Point Inc..
What is Lucas Baumgartner's email address?
AeroLeads has found 1 work email signal at @trustpointinc.com for Lucas Baumgartner at Trust Point Inc..
What is Lucas Baumgartner's phone number?
AeroLeads has found 2 phone signal(s) with area code 262 for Lucas Baumgartner at Trust Point Inc..
Where is Lucas Baumgartner based?
Lucas Baumgartner is based in La Crosse, Wisconsin, United States while working with Trust Point Inc..
What companies has Lucas Baumgartner worked for?
Lucas Baumgartner has worked for Trust Point Inc., The Waterfront Restaurant And Tavern, The Weber Group, La Crosse Distilling Co., and Logistics Health Incorporated.
How can I contact Lucas Baumgartner?
You can use AeroLeads to view verified contact signals for Lucas Baumgartner at Trust Point Inc., including work email, phone, and LinkedIn data when available.
What schools did Lucas Baumgartner attend?
Lucas Baumgartner holds Bachelor Of Science (B.S.), Finance, General from University Of Wisconsin-La Crosse.
What skills is Lucas Baumgartner known for?
Lucas Baumgartner is listed with skills including Customer Service, Microsoft Excel, Time Management, Team Leadership, Leadership, Social Networking, Marketing, and Spanish English.
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