Axos
Cole Baumann currently serves as a JBA in IPL Portfolio Management at Axos Bank, where responsibilities include managing a portfolio valued at $1.6 billion and overseeing client relationships within an income property lending portfolio exceeding $2.5 billion. Proficiencies include SQL, Tableau, Excel, and Salesforce. Previous roles span various positions in customer service and finance, including a finance internship at Northwestern Mutual and work as a server assistant at Puesto. Cole Baumann holds a Bachelor's degree in Finance from Point Loma Nazarene University and an Associate's degree in Business from West Valley College.
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