Brian Baum
Senior Financial Planner at Family Wealth Partners
- Role
- Senior Financial Planner at Family Wealth Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Brian Baum
I am a Senior Financial Planner at Family Wealth Partners where our team serves individuals, families, and business owners through comprehensive, values-based financial planning. At Family Wealth Partners we believe that managing your wealth doesn’t have to mean more stress. Investment Advice offered through Family Wealth Partners, a registered investment advisor.
Experience
Senior Financial Planner
Mar 2024 — Present · Charlotte, NC, US
We serve families on their financial journey so they can pursue a fulfilled life and maximize their impact.Investment Advice offered through Family Wealth Partners, a registered investment advisor.
Education
Liberty University
Bachelor's degree, Business, Finance, Management, Marketing, and Related Support Services, Sales
2002 — 2005
Skills
- Marketing Strategy
- Social Media
- Technology
- Cold Calling
- Sales Management
- Medical Devices
- Leadership
- Multimedia
- Marketing
- Contract Negotiation
- Selling
- Online Marketing
- Dentistry
- Customer Service
- Dental Software
- Sales
- New Business Development
- Small Business
- Public Speaking
- Social Media Marketing
- Dental Sales
- Account Management
- SEO
- Business Development
- Sem
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