Matt Baumgartner

Matt Baumgartner has worked in the financial services industry since 1999. Theirfirst role was as a Branch Coordinator/Consumer Loan Officer/Member Service Representative at Weber State Credit Union, which they held from 1999 to 2004. Matt then moved on to CUNA Mutual Group as a Regional Account Manager from 2004 to 2005. In 2005, they became Vice President Of Lending at Beehive Federal Credit Union, where they remained until 2006. After that, they worked as a Branch Manager at Mountain America Credit Union from 2006 to 2011. Matt then took on a role as a Financial Services Rep at E*TRADE Financial from 2011 to 2012. In 2012, they began working as a Retirement Relationship Manager at Fidelity Investments, where they held Series 9, 10, 7, and 63 certifications. Finally, in 2019, they took on the role of Sales Director at JobNimbus.

Matt Baumgartner attended Weber State University from 1999 to 2004, where they earned a Bachelor of Arts in Business Marketing.