Cody Baldwin work email
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Cody Baldwin personal email
Passionate about helping others reach their financial and personal goals by providing financial, tax, and estate planning services.A proud member of Copper Beech Financial Group, I work with ultra-high net worth families to build strategies to make the most of their success stories, remembering that it's not what you make, but what you keep. As a Family CFO, I take pride in helping our families any way I can by largely focusing on two questions:-What would happen to your family and your business if you were to pass away today?-How do you want to be remembered?If you or someone you know is looking for the answers to these questions, I am here to help.-Graduate of the Richard J. Fox School of Business at Temple University-New Hampshire born and raised, grateful to call Paul and Andrea my "folks"-Fiancé to Alexia -Cat and Dog Dad to CC, Paisley, and Phoenix
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Ice Hockey OfficialUsa HockeyVoorhees Township, Nj, Us
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Planning AssociateCopper Beech Financial Group, Llc May 2020 - PresentMoorestown, New Jersey-Implement estate planning structures to ensure families' asset preservation and protection over multiple generations-Review and adjust cash flow models to ensure sufficient liquid assets over clients' life spans-Introduce insurance and investment vehicles to accelerate the growth of clients' assets and protect what they have built.-Consult with clients' various advisors to ensure that all plans are implemented seamlessly between legal, tax, and financial teams. -
Ice Hockey OfficialUsa Hockey Aug 2014 - PresentUnited States-On Ice Official (Referee/Linesman) for games ranging youth, collegiate, and adult leagues.
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Director Of LogisticsTemple University Financial Planning Association Apr 2020 - May 2021 -
TreasurerTemple University Club Roller Hockey May 2018 - May 2021
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Customer Service Student StaffTemple University Housing & Residential Life May 2019 - Aug 2020Philadelphia, Pa-Respond to phone calls regarding information about student housing and meal plans.-Resolve housing and meal plan issues, such as duplicate bookings and cancellations, utilizing the StarRez and Remedy systems.-Communicate with students and parents at our on-campus office and events to answer questions and resolve any issues. -
Business Development InternTeam Tringali Jun 2018 - Oct 2018Londonderry, Nh-Managed social media accounts on Facebook, Instagram, Twitter, and LinkedIn for a five-person residential real estate team.-Wrote and shared 4-7 posts per week, including listings and information about the real estate market.-Created and managed small projects such as monthly event calendars for the area and raffles for current and new followers.-Increased Instagram following by over 50% with improved post consistency and content diversification. -
WriterGnghockey Nov 2017 - Jul 2018Greater Philadelphia Area
Cody Baldwin Skills
Cody Baldwin Education Details
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Real Estate -
Finance And Financial Management Services
Frequently Asked Questions about Cody Baldwin
What company does Cody Baldwin work for?
Cody Baldwin works for Usa Hockey
What is Cody Baldwin's role at the current company?
Cody Baldwin's current role is Ice Hockey Official.
What is Cody Baldwin's email address?
Cody Baldwin's email address is cb****@****llc.com
What schools did Cody Baldwin attend?
Cody Baldwin attended Fox School Of Business At Temple University, Fox School Of Business At Temple University.
What skills is Cody Baldwin known for?
Cody Baldwin has skills like Leadership, Conflict Management, Microsoft Word, Social Media, Microsoft Excel, Problem Solving, Interpersonal Communication, Conflict Analysis, Customer Service, Microsoft Powerpoint.
Who are Cody Baldwin's colleagues?
Cody Baldwin's colleagues are Lauren Giacone.
Not the Cody Baldwin you were looking for?
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Cody Baldwin
Tallahassee Metropolitan Area5gmail.com, my.fsu.edu, lunaflare.com, datamaxx.com, gmail.com2 +185044XXXXX
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Cody Baldwin
Director (Master'S Of Business Analytics) At University Of Wisconsin-MadisonMadison, Wi4byuh.edu, byuh.edu, gmail.com, wisc.edu1 (808) 6XXXXXXX
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1dorel.com1 +167820XXXXX
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Cody Baldwin
Los Angeles, Ca3yahoo.com, jrdavisassociates.com, puravidahealth.org1 111-111XXXXX
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