Patrick Baumann Email & Phone Number
@wellsfargoadvisors.com
3 phones found area 401 and 314
LinkedIn matched
Who is Patrick Baumann? Overview
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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.
Email format at Wells Fargo Advisors
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AeroLeads found 1 current-domain work email signal for Patrick Baumann. Compare company email patterns before reaching out.
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.
Patrick Baumann's current company
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Patrick Baumann work experience
A career timeline built from the work history available for this profile.
Regional Business Director | First Vice President.
Attract the best, most diverse, quality advisors in today's industry to the top financial services firm, Wells Fargo Advisors.
Market Growth And Development | Asst Vice President
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.
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.
Financial Advisor
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.
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
Jay Pounds
Colleague at Wells Fargo Advisors
Birmingham, Alabama, United States, United States
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TD
Tracy Dreary
Colleague at Wells Fargo Advisors
Savannah, Georgia, United States, United States
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JP
Joseph Puglia
Colleague at Wells Fargo Advisors
New York, New York, United States, United States
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HL
Huy Lam
Colleague at Wells Fargo Advisors
Greater Phoenix Area, United States
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BC
Barry Cronin
Colleague at Wells Fargo Advisors
Charlotte Metro, United States
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KC
Karin Clothier
Colleague at Wells Fargo Advisors
Lynchburg, Virginia, United States, United States
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MF
Michael F. Connelly
Colleague at Wells Fargo Advisors
Greater Philadelphia, United States
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AC
Andrew Cardone
Colleague at Wells Fargo Advisors
North Port-Sarasota Area, United States
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MT
Michael Tramontelli, Cfp®
Colleague at Wells Fargo Advisors
New York, New York, United States, United States
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NK
Nick Kass, Cfp®
Colleague at Wells Fargo Advisors
Charleston, South Carolina, United States, United States
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Patrick Baumann education
Bachelors Of Science, Economics
Education record
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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