John D. Baumgarten
About John D. Baumgarten
John D. Baumgarten serves as the Managing Director at UBS Financial Services, Inc. in Dallas, Texas, where he has worked since 2020. He has extensive experience in financial services and is actively involved in community service as a board member of My Possibilities.
Work at UBS
John D. Baumgarten has been serving as Managing Director at UBS Financial Services, Inc. since 2020. He operates out of the Dallas, Texas office, where he has been involved in various financial services initiatives for four years. His role encompasses overseeing client relationships and providing strategic financial advice.
Previous Experience in Financial Services
Before joining UBS, Baumgarten held significant positions in the financial services sector. He worked at Bernstein Global Wealth Management as Principal and Financial Advisor from 2007 to 2020, contributing to wealth management strategies in the Dallas/Fort Worth Area. Prior to that, he was Vice President at SYNNEX from 2003 to 2006 and served as SVP of Sales at Daisytek / PFSweb from 1996 to 2003.
Education and Expertise
Baumgarten earned a Bachelor of Science in Business from Oklahoma State University, where he studied from 1982 to 1986. His academic background includes minors in Finance, Accounting, and Economics, which have contributed to his expertise in financial management and advisory roles.
Community Involvement
John D. Baumgarten serves as a board member of My Possibilities, an organization dedicated to providing educational opportunities for adults with special needs. His involvement reflects a commitment to community service and advocacy for individuals with disabilities.
Personal Life and Interests
Baumgarten enjoys a balanced lifestyle, spending weekends engaged in activities such as boating at Possum Kingdom Lake, traveling, and playing golf. He resides in Prosper, Texas, while also appreciating the fast-paced city life in Dallas.