Kenneth Baumbach, CFS®, RFC®

Ken Baumbach, MBA, RFC®, CFS®

222 Hidden Hollow, Lockhart TX 78644

512-217-8207

kenbaumbach@gmail.com

CAREER HIGHLIGHTS

Account Management. Directed the financial services portion of all of the 3 First-Lockhart National Bank branches and 12 Allstate agencies throughout the central Texas areas, including sales, marketing, and training. Qualified for Million Dollar Round Table in 2005, 2008, and 2010. #1 in sales in Austin area in 2005 and 2015.

Software Development Management.  Created a network of ASP.NET-SQL Server driven websites that generated over 7,000,000 page views each month at their peak and earned dozens of awards including the Yahoo! Cool Site Award for the-cheaters-guild.com and the Web Magazine's Editor's Choice Award for themesplus.com

Retail Management.  Oversaw all departments of a supermarket that grossed $20,000,000 per year and had 150+ employees using the following skills: excellent communication; oral presentation; profit and loss statements; balance sheets; employee relations; coaching, training and mentoring; impeccable customer relations; scheduling; conflict resolution; and inventory control.

EMPLOYMENT HISTORY

Investment Professionals, Inc., Financial Advisor (serving First-Lockhart National Bank) (2014-present)

Texas Insurance Agency, Agency Owner (2010-2014)

Allstate, Allstate Certified Business Planner (2004-2011)

The MONY Group, Financial Professional (2001-2004)

Dell, Inc., Web Technologist (1996-1999)

EDUCATION

M.B.A.: American Sentinel University

B.S.: Information Systems (Summa cum Laude), American Sentinel University

ADDITIONAL INFORMATION

CERTIFICATIONS

• Master of Business Administration (MBA)

• Series 7 and Series 66 Licensed

• Life, Accident, Health, Property and Casualty Licensed

• Certified Funds Specialist (CFS)

• Registered Financial Consultant (RFC)

• Certified in Long-Term Care (CLTC)*

• Allstate Certified Business Planner (ACBP)*

AWARDS

• Forethought Leaders Club (2015) for being #1 in sales in Texas

• Sertoma Rookie of the Year (2014)

• Sertoma GEM Award (2014)

• Qualified for Million Dollar Round Table (2005, 2008, 2010)

• Qualified for Texas Leaders Round Table (2003, 2005-2011, 2015-2016)

* Let designation lapse because current employer won’t allow its use.