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Kathryn Baumann

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Kathy Baumann graduated from Hofstra University, Uniondale, New York with a Master of Business Administration (Money, Banking and Finance) in 1984. She received her Bachelor of Science in Business Administration (Management with an emphasis in Economics) from the State University College at Oswego, Oswego, New York in 1976, and her Certificate of Legal Assistantship from the University of California, Extension, Santa Cruz, Santa Cruz, California in 1994.

Kathy has worked as a paralegal with Gary D. Schwartz, Esq. since 1992 in the areas of tax and estate planning, trust administration, and real estate and business transactions. Previously, Kathy provided paralegal services as an independent contractor in construction litigation. Kathy’s business experience includes serving as the Assistant Vice President and Mortgage Officer at Anchor Savings Bank, FSB in New York, and Real Estate Investment Trust Administrator and Corporate Loan Administrator at Chase Manhattan Bank, N.A. in New York.

Kathy has held positions of Board Member and President for the Monterey County Legal Secretaries Association and past Professional Liaison Chairman for Legal Secretaries, Incorporated.

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