Matthew Baldridge Email and Phone Number
Matthew Baldridge work email
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Matthew Baldridge personal email
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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.
Insurmark
View- Website:
- insurmark.net
- Employees:
- 47
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Advisor Development ConsultantInsurmark Dec 2022 - PresentOrange County, California, United StatesAs 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. -
Mortgage Loan OfficerLoandepot May 2019 - Jul 2022Lake Forest, California, United StatesI worked directly with homeowners to identify their financing needs and then presented the best options available to meet those needs. -
Mortgage Loan OfficerLoandepot May 2019 - Jul 2022Lake Forest, California, United StatesI worked directly with homeowners to identify their financing needs and then presented the best options available to meet those needs. -
Senior Sales ExecutiveAlps, A Dst Company Feb 2011 - May 2019Orange County, California AreaWholesale ALPS product line including Mutual Funds, ETF's and Closed End Funds to Financial Professionals in So. CA, AZ, NV, HI. -
Regional Vice President So. Ca, Nv, AzHighland Capital Brokerage Jan 2011 - Feb 2011 -
Regional Vice PresidentIng Individual Retirement Aug 2010 - Nov 2010
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Regional Vice PresidentIvy Funds Jul 2005 - Jul 2010Mutual Funds Wholesale to all channels in Orange County, Riverside, San Diego. -
Regional Vice PresidentTouchstone Investments Mar 2002 - Jul 2005Wholesale distribution of Touchstone family of mutual funds to Financial Advisors in Southern CA, Nevada and Hawaii. -
Sr. Internal WholesalerAxa Distributors, Llc 2000 - 2001
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Internal WholesalerAxa 1998 - 2001 -
Sr. Internal WholesalerAxa/Equitable Distributors 1998 - 2001
Matthew Baldridge Skills
Matthew Baldridge Education Details
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Business Management, Economics -
Business/Managerial Economics -
Glendora High SchoolHigh School
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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Matthew Baldridge
Gonzales, La3centerpointenergy.com, copperpoint.com, gmfinancial.com -
Matthew Baldridge
Cincinnati, Oh1tql.com1 +193723XXXXX
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Matthew Baldridge
San Diego, Ca1sprouts.com -
Matthew Baldridge
Brandon, Ms1colettelaw.com
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