Treasury Management Sales Analyst@ Wells Fargo
San Diego, California, United States
Connor Baughman
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University of Missouri-Columbia
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FlashIntel GPTConnor Baughman is an experienced Financial Professional Associate with 8 years of work experience. He possesses a wide range of skills including marketing, strategic planning, team building, and Microsoft Office. Based in the United States, Connor helps individuals, couples, and families grow their assets for the long-term. He takes this mission seriously and collaborates closely with clients to recommend appropriate products and services to achieve their unique goals. With a strong background in investment portfolios and risk tolerance, Connor also offers alternatives to protect assets.
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About
As a Financial Professional Associate, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.
Work Experience
Treasury Management Sales Analyst
Financial Services
Connor Baughman's Professional Milestones
- Financial Representative (2016-04-01~2016-08-01): Creating compelling financial content that drives increased revenue and meets company targets.
- Financial Advisor (2018-01-01~2021-03-01): Provided financial guidance and support to clients, guiding them towards optimal financial goals.
Education
Skill
Marketing
Strategic Planning
Team Building
Microsoft Office
Social Media
Public Speaking
Access
Inventory Management
Management
Microsoft Excel
Powerpoint
Research
Event Planning
Social Networking
Leadership
Communication
Certification
Colleagues
Douman Namin
svp enterprise observability product owner
Aneesah Fain
Safe Scrum Master | Safety Assurance | Operations Management | Risk Management | Talent Development
Christy Helms
Technical Product Owner
Shruta M.
senior technical business analyst product owner at t-mobile
Mark Gino Gamara, POPM
Product Owner | Data Privacy | Certified Safe® 6 Product Manager
Other Named Connor Baughman
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Connor Baughman's social media include: Linkedin,
Connor Baughman works for Wells Fargo
Connor Baughman's role in Wells Fargo is Treasury Management Sales Analyst
Connor Baughman works in the industry of Financial Services
Connor Baughman's colleagues are Douman Namin,Aneesah Fain,Christy Helms
Connor Baughman's latest job experience is Treasury Management Sales Analyst at Wells Fargo
Connor Baughman's latest education in University of Missouri-Columbia
