Drew Baldwin, Cpfa

Drew Baldwin, Cpfa Email and Phone Number

Head of Retirement Plan Services at Baldwin Capital Management, Inc. @ Baldwin Capital Management, Inc.
Drew Baldwin, Cpfa's Location
Detroit Metropolitan Area, United States, United States
Drew Baldwin, Cpfa's Contact Details

Drew Baldwin, Cpfa work email

Drew Baldwin, Cpfa personal email

n/a
About Drew Baldwin, Cpfa

Drew Baldwin, Cpfa is a Head of Retirement Plan Services at Baldwin Capital Management, Inc. at Baldwin Capital Management, Inc.. They possess expertise in series 24, series 7, series 66, life insurance, microsoft office and 3 more skills.

Drew Baldwin, Cpfa's Current Company Details
Baldwin Capital Management, Inc.

Baldwin Capital Management, Inc.

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Head of Retirement Plan Services at Baldwin Capital Management, Inc.
Drew Baldwin, Cpfa Work Experience Details
  • Baldwin Capital Management, Inc.
    Head Of Retirement Plan Services
    Baldwin Capital Management, Inc. Aug 2020 - Present
    Northville, Michigan, Us
    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit www.baldwin-capital.com.
    View
  • Baldwin Capital Management, Inc.
    Principal
    Baldwin Capital Management, Inc. Aug 2018 - Jun 2020
    Northville, Michigan, Us
    View
  • Baldwin Capital Management, Inc.
    Financial Advisor
    Baldwin Capital Management, Inc. Jan 2017 - Aug 2018
    Northville, Michigan, Us
    View
  • The Iconic
    Marketing Analytics Intern
    The Iconic Sep 2015 - Dec 2015
    Sydney, Nsw, Au
    ▪ Marketing research and web site optimization for the largest online retailer of clothing and accessories in Australia and New Zealand.▪ Utilization of technology to maximize exposure for this start-up, but rapidly growing enterprise.▪ Exposure to all business units to experience, compare and contrast with US business culture.
    View
  • Voya Financial Advisors
    Marketing And Research Associate
    Voya Financial Advisors Jun 2010 - Jun 2015
    ▪ Conception, design, and implementation of marketing programs for potential client acquisition.▪ Data Aggregation and Analysis of client portfolios into demographic and risk based categories to determine the best use of investment capital to position clients adequately to achieve long term goals. ▪ Basic Financial Modeling to illustrate potential growth based on a variety of factors and simple present/future value calculations.▪ Mutual Fund Research- Analyzed and compared expense ratios and manager tenure for portfolio lineup inclusion.
  • Professional Restoration, Inc.
    Manual Laborer
    Professional Restoration, Inc. May 2014 - Aug 2014
    ▪ Education on the fine points of intense physical labor, with diverse coworkers, over long hours with few breaks.
  • National Amateur Baseball Federation
    Program And Field Manager
    National Amateur Baseball Federation May 2008 - Sep 2011
    ▪ Organization, coordination, and liaison for visiting clubs before and during annual National World Series. ▪ Communication with local business to promote the Downtown Business Association during the World Series.▪ Field management and preparation

Drew Baldwin, Cpfa Skills

Series 24 Series 7 Series 66 Life Insurance Microsoft Office Variable Products Microsoft Excel Hold Series 7

Drew Baldwin, Cpfa Education Details

  • Albion College
    Albion College
    Finance And Philosophy Double Major

Frequently Asked Questions about Drew Baldwin, Cpfa

What company does Drew Baldwin, Cpfa work for?

Drew Baldwin, Cpfa works for Baldwin Capital Management, Inc.

What is Drew Baldwin, Cpfa's role at the current company?

Drew Baldwin, Cpfa's current role is Head of Retirement Plan Services at Baldwin Capital Management, Inc..

What is Drew Baldwin, Cpfa's email address?

Drew Baldwin, Cpfa's email address is dr****@****tal.com

What schools did Drew Baldwin, Cpfa attend?

Drew Baldwin, Cpfa attended Albion College.

What skills is Drew Baldwin, Cpfa known for?

Drew Baldwin, Cpfa has skills like Series 24, Series 7, Series 66, Life Insurance, Microsoft Office, Variable Products, Microsoft Excel, Hold Series 7.

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