Matthew Baldridge

Matthew Baldridge Email and Phone Number

Senior Sales Executive @ InsurMark
houston, texas, united states
Matthew Baldridge's Location
Orange County, California, United States, United States
Matthew Baldridge's Contact Details

Matthew Baldridge personal email

About Matthew Baldridge

I make it easy for independent financial advisors to find the right solutions for each client and get more out of their efforts. My #1 Priority is to assist Ambitious Financial Advisors looking to Simplify, Manage, and Grow their business. Here at InsurMark we provide the people, processes, and technology to increase your success. You provide the "desire" and we provide the "formula." If you are a retirement income planner or you deal with annuities and/or life insurance, I would love to have a conversation with you to see if our tools and systems could help take your retirement income business to the next level!--I am an enthusiastic Senior Sales Executive with over 25 years of experience in the Financial Services Industry and billions in career sales. Clients have included Individuals and Financial Professionals (Wire House, Independent Advisors, Bank Advisors, and RIA's). Experience with Investments (ETFs, Mutual Funds & Closed-End Funds) Life Insurance, LTC, and Annuities.Successful in multiple markets across the country including Southern CA, AZ, NV, NM, HI - TX, and LA - NYProficient in: Selling, Sales Growth, Communication, Problem Solving, Leadership, Relationship Development, Relationship Management, Excellent Client Service and Support, Customer Service, Budget Management, Event Coordination, Public Speaking, Cold Calling, Prospecting, Portfolio Design, Scheduling, Seminars. Teamwork and Partnership with Marketing, Technology, Management, Compliance, Accounting and youI am always happy to hear from you.

Matthew Baldridge's Current Company Details
InsurMark

Insurmark

View
Senior Sales Executive
houston, texas, united states
Website:
insurmark.net
Employees:
47
Matthew Baldridge Work Experience Details
  • Insurmark
    Advisor Development Consultant
    Insurmark Dec 2022 - Present
    Orange County, California, United States
    As an Advisor Development Organization, InsurMark (A Simplicity Company) specializes in helping ambitious annuity, life, and wealth advisors build more successful and sustainable 21st century retirement income businesses.https://insurmark.net/what-we-doWe want to help build one for you.InsurMark delivers the people, processes and technology a 21st century advisor needs.
  • Loandepot
    Mortgage Loan Officer
    Loandepot May 2019 - Jul 2022
    Lake Forest, California, United States
    I worked directly with homeowners to identify their financing needs and then presented the best options available to meet those needs.
  • Loandepot
    Mortgage Loan Officer
    Loandepot May 2019 - Jul 2022
    Lake Forest, California, United States
    I worked directly with homeowners to identify their financing needs and then presented the best options available to meet those needs.
  • Alps, A Dst Company
    Senior Sales Executive
    Alps, A Dst Company Feb 2011 - May 2019
    Orange County, California Area
    Wholesale ALPS product line including Mutual Funds, ETF's and Closed End Funds to Financial Professionals in So. CA, AZ, NV, HI.
  • Highland Capital Brokerage
    Regional Vice President So. Ca, Nv, Az
    Highland Capital Brokerage Jan 2011 - Feb 2011
  • Ing Individual Retirement
    Regional Vice President
    Ing Individual Retirement Aug 2010 - Nov 2010
  • Ivy Funds
    Regional Vice President
    Ivy Funds Jul 2005 - Jul 2010
    Mutual Funds Wholesale to all channels in Orange County, Riverside, San Diego.
  • Touchstone Investments
    Regional Vice President
    Touchstone Investments Mar 2002 - Jul 2005
    Wholesale distribution of Touchstone family of mutual funds to Financial Advisors in Southern CA, Nevada and Hawaii.
  • Axa Distributors, Llc
    Sr. Internal Wholesaler
    Axa Distributors, Llc 2000 - 2001
  • Axa
    Internal Wholesaler
    Axa 1998 - 2001
  • Axa/Equitable Distributors
    Sr. Internal Wholesaler
    Axa/Equitable Distributors 1998 - 2001

Matthew Baldridge Skills

Retirement Planning Alternative Investments Investments Mutual Funds Asset Allocation Financial Advisory Insurance Series 6 Wealth Management Fixed Annuities Financial Services Etfs Series 63 Series 7 Retirement Securities 401k Finance Asset Management Investment Strategies Investment Advisory Portfolio Management Financial Planning Equities Fixed Income Life Insurance Scheduling Outside Sales Event Planning Sales Direct Sales Retail Sales Sales And Marketing Business Development Customer Relationship Management Salesforce.com Microsoft Office Microsoft Word Microsoft Excel Microsoft Powerpoint Microsoft Outlook Cold Calling Sales Presentations Investment Portfolio Design Closed End Funds Relationship Development Annuity Sales Variable Annuities Equity Indexed Annuities Indexed Annuities Territory Growth Territory Management Teamwork Time Management Public Speaking

Matthew Baldridge Education Details

Frequently Asked Questions about Matthew Baldridge

What company does Matthew Baldridge work for?

Matthew Baldridge works for Insurmark

What is Matthew Baldridge's role at the current company?

Matthew Baldridge's current role is Senior Sales Executive.

What is Matthew Baldridge's email address?

Matthew Baldridge's email address is ma****@****inc.com

What schools did Matthew Baldridge attend?

Matthew Baldridge attended California State University, Fullerton, California State University, Fullerton, Glendora High School.

What are some of Matthew Baldridge's interests?

Matthew Baldridge has interest in Boating, Investing, Snowboarding, Scuba, Cycling, Shooting, Economics, The Outdoors, Brewing, Fishing.

What skills is Matthew Baldridge known for?

Matthew Baldridge has skills like Retirement Planning, Alternative Investments, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Series 6, Wealth Management, Fixed Annuities, Financial Services, Etfs.

Who are Matthew Baldridge's colleagues?

Matthew Baldridge's colleagues are Leon Mehl, Sarah Knowles, Elliot Huddle 📢, Binh Nguyen, Ronny Pigg, Lindsey Summerville, Aaron Lee.

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