Amber Baumgartner

Assistant Vice President – Operations


Background & Role

Amber is responsible for day-to-day operations processing and support for Fiduciary Partners’ individual and corporate clients, including daily processing of cash and securities transactions, receipts and distributions. She also works closely with investment managers to ensure timely and accurate processing of all trades.

In her role as the firm’s I.T. liaison, she works closely with the firm’s outside I.T. consultants to ensure uninterrupted, secure service to the firm’s internal and external technology users.

Amber’s 10 years of trust and financial experience, accuracy, attention to detail and responsiveness help the company’s clients and their professional advisors achieve their goals.


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 Operation Professional (ATOP)


Contact Amber