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Patrick Baumann Email & Phone Number

Market Leader | Managing Director at Wells Fargo Advisors at Wells Fargo Advisors
Location: New York City Metropolitan Area, United States, United States 5 work roles 2 schools
1 work email found @wellsfargoadvisors.com 3 phones found area 401 and 314 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email p****@wellsfargoadvisors.com
Direct phone (401) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Market Leader | Managing Director at Wells Fargo Advisors
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Patrick Baumann? Overview

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Quick answer

Patrick Baumann is listed as Market Leader | Managing Director at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 401, 314, and a matched LinkedIn profile for Patrick Baumann.

Patrick Baumann previously worked as Market Leader at Wells Fargo Advisors and Regional Business Director | First Vice President. at Wells Fargo Advisors. Patrick Baumann holds Bachelors Of Science, Economics from Denison University.

Company email context

Email format at Wells Fargo Advisors

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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Patrick Baumann. Compare company email patterns before reaching out.

Profile bio

About Patrick Baumann

Wells Fargo Advisors has been a great partner in helping me grow throughout the Financial services industry. I was drawn to the financial services field because I felt it was a noble cause to help everyday clients achieve there hopes and dreams. I started as a financial advisor and now work to help find potential Financial Advisors on a world class platform. I sit in a very unique spot as I meet with hundreds of financial advisor every year. This allows me to have a unique perspective for Wealth Managers or Advisors that are looking at the firm. I have placed advisors into a wire house model, independent and a bank model. I view myself as a consultant for potential advisors to The Firm. The amount of advisors that I have the opportunity to meet allows me to help advise Financial Advisors the best opportunity for there clients and family.Wells Fargo advisors has been a great partner for my family through philanthropy throughout the local community and world wide. My wife, daughter, and I have found a great sense of community and couldn't ask for a better affiliation from a firm.This information is intended for use by residents of MO, and RI only.For more information, please contact me by email at Patrick.Baumann@wellsfargoadvisors.com./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Financial Analysis, Financial Services, Risk Management, and 5 others.

Current workplace

Patrick Baumann's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Market Leader | Managing Director at Wells Fargo Advisors
st. louis, missouri, united states
Employees
15127
AeroLeads page
5 roles

Patrick Baumann work experience

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

Regional Business Director | First Vice President.

Southwest Region

Attract the best, most diverse, quality advisors in today's industry to the top financial services firm, Wells Fargo Advisors.

Mar 2014 - Mar 2024

Market Growth And Development | Asst Vice President

First Clearing An Affiliate Of Wells Fargo

Mid - Atlantic Region

I assist Broker Dealers/Financial Firms identify areas of potential growth and help them execute. I am responsible for Practice Management, one on one coaching, as well as identifying areas where products are applicable and inform the Advisors on what products are best suited for the circumstance. I travel 80 percent of the time and meet face to face with.

Apr 2013 - Mar 2014

Assistant Vice President | Player Coach Regional Business Consultant

I worked as an Advisor for 2 years and then became a recruiter for Wells Fargo Advisors. I also helped to coach my peers and spread ideas throughout the team. My job was to meet Advisors and sway them on the Firm while looking through the financial and economic impact. This incuded looking at the risk associated with bringing the individuals on board. I.

Mar 2006 - Apr 2013

Financial Advisor

Aig

I used Assett Allocation models to invest individual retail accounts that I went out and prospected and eventually closed. I built my book from scratch and and enjoyed getting to meet my clients and help them find solutions to there complex wealth management needs. This lead directly into my following roles of helping Advisors find solutions for the books.

Jan 2004 - Mar 2006
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

2 education records

Patrick Baumann education

Bachelors Of Science, Economics

Denison University

Education record

Sewickley Academy
FAQ

Frequently asked questions about Patrick Baumann

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

What company does Patrick Baumann work for?

Patrick Baumann works for Wells Fargo Advisors.

What is Patrick Baumann's role at Wells Fargo Advisors?

Patrick Baumann is listed as Market Leader | Managing Director at Wells Fargo Advisors at Wells Fargo Advisors.

What is Patrick Baumann's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Patrick Baumann at Wells Fargo Advisors.

What is Patrick Baumann's phone number?

AeroLeads has found 3 phone signal(s) with area code 401, 314 for Patrick Baumann at Wells Fargo Advisors.

Where is Patrick Baumann based?

Patrick Baumann is based in New York City Metropolitan Area, United States, United States while working with Wells Fargo Advisors.

What companies has Patrick Baumann worked for?

Patrick Baumann has worked for Wells Fargo Advisors, First Clearing An Affiliate Of Wells Fargo, and Aig.

Who are Patrick Baumann's colleagues at Wells Fargo Advisors?

Patrick Baumann's colleagues at Wells Fargo Advisors include Jay Pounds, Tracy Dreary, Joseph Puglia, Huy Lam, and Barry Cronin.

How can I contact Patrick Baumann?

You can use AeroLeads to view verified contact signals for Patrick Baumann at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Patrick Baumann attend?

Patrick Baumann holds Bachelors Of Science, Economics from Denison University.

What skills is Patrick Baumann known for?

Patrick Baumann is listed with skills including Investments, Financial Analysis, Financial Services, Risk Management, Finance, Portfolio Analysis, Sales, and Customer Service.

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