Morgan Baumgartner

Morgan Baumgartner: Email & Phone Number

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Wealth Management Associate at Tompkins Financial Advisors|United States

Position:

Wealth Management Associate at Tompkins Financial Advisors

Location:

United States

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Last updated: 2026-07-03
Updated: 2026-07-03

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Work Experience 6 years

Wealth Management Associate at Tompkins Financial Advisors

Jun 2026 - Current

Bartender at The Links at Greystone

Mar 2024 - Jun 2026

Financial Representative at Northwestern Mutual

May 2025 - Aug 2025

Administrative Assistant at DeMay Labor

Jul 2020 - Nov 2022

Morgan Baumgartner started working in 2020, then the employee has changed 3 companies and 3 jobs. On average, Morgan Baumgartner works for one company for 1 year 3 months.

Their professional focus is Attention to Detail, Bloomberg Terminal, and Communication across 3 core areas.

Morgan holds FMI Foundations, Hootsuite Platform Certification, and Microsoft Office Specialist: Excel Certification certifications.

Education

St. John Fisher University

Associate's degree at Finger Lakes Community College

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