Verified recordFinancial Services

Patrick Baumann

Market Leader at Wells Fargo Advisors

Based in New York, United States

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Seniority

Manager

Department

Sales & Business Development

Location

New York

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

p•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

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 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 Invested Wells 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

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