Mary Jo Baumann
Sr. Strategic Growth Sales Strategist - Strategic Relations at Principal/Principal Securities Registered Representative
- Role
- Sr Strategic Relations Sales Strategist at Principal Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Mary Jo Baumann
As a retirement plan sales professional for Principal®, I work closely with plan sponsors…
Experience
Sr Strategic Relations Sales Strategist
Jan 2024 — Present
Education
Penn State University
Business Administration
Skills
- Pensions
- Securities
- Financial Services
- Investments
- Defined Contribution
- Strategic Planning for Growth
- Series 7
- Mutual Funds
- Retirement Planning
- Defined Benefit
- Qualified Retirement Plans
- Retirement Plan Consulting
- Profit Sharing
- Series 63
- Retirement
- Erisa
- Investment Advisory
- 401k
- Relationship Management
- Series 6
- Etfs
- Investment Strategies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.