Amber Baumgartner
Vice President - Operations, Shareholder, Director
Background & Role
Amber is responsible for overseeing day-to-day operations processing and support for Fiduciary Partners’ individual and corporate clients. Her management of workflow processes ensures timely and accurate data to our clients, investment managers, and our administrative staff. Having over 15 years of trust and financial experience, Amber leads the operations team by example with high standards in accuracy, attention to detail, and responsiveness, helping the company’s clients and their professional advisors achieve their goals. Taking pride in the accuracy and integrity of our records, Amber and her team work hard at producing high quality and responsive service.
Memberships & Associations
- Past Big Sister – Big Brothers Big Sisters of the Fox Valley Region
Education
- B.B.A., Finance, University of Wisconsin – Oshkosh
- Accredited Trust Operations Professional (ATOP)
Contact
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