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David Baldwin is listed as Associate at Axianta Financial Partners, Inc., based in Pasadena, California, United States. AeroLeads shows a matched LinkedIn profile for David Baldwin.
David Baldwin previously worked as Administrative Assistant at Southern California Pipe Trades District Council 16.
David Baldwin is a Associate at Axianta Financial Partners, Inc.. He possess expertise in insurance, financial planning, organization, microsoft office, windows xp and 22 more skills.
Listed skills include Insurance, Financial Planning, Organization, Microsoft Office, and 23 others.
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Pasadena, Ca
Financial Therapy, Early Retirement, Debt Elimination, Various Insurance Products, Financial Planning, Financial Independence, Opportunity
Greater Los Angeles Area
Phones - Answering/transfer of calls, detailed messages, answering questions without the need to transfer calls, making donation requests for events.Calendar/Event Management - Monitor and update calendars for management regarding events, meetings, and schedule changes; booking travel itineraries including flights, hotels, car rentals, and dining; coordinating the usage of meeting space for manager and organizer meetings on a monthly or bi-monthly basis; event planning i.e. on and off-site meetings, golf & skeet tournaments, retirement/holiday events. Document Preparation (Word, Excel, Publisher, PowerPoint) - Contract review and editing/proofreading; interoffice memos/communication; charts and graphs for monthly Business Manager meetingsAccount Management/Audit - Various subscription accounts for 20+ Organizers and management i.e. FasTrak/The Toll Roads, Satellite Radio; credit card monitoring/online support and expense reports; software accounts - Adobe, Office, GoToMeeting, iTunes. IT Support - various issues that did not require a call to an outsourced IT company including: data recovery, software installation, training of management and staff on updated versions of interoffice software (Microsoft and iOS). Office Equipment Upkeep - daily monitoring of all equipment including computers, copy/fax machines, typewriters, postage meter, coffee makers.Data Entry/Archiving - Log monthly dues reports electronically for 10,000+ union members and submit them to 13 Local Union Business Manager's for auditing; transferring all paper documents to e-file; utilize off-site storage for older, paper archives on a semi-annual basis. Inventory/Supplies - maintained a daily inventory of office and break room supplies coupled with individual inquiry of supply requests prior to weekly supply ordersSkills:Windows 10 and prior versionsApple iOSMicrosoft OfficeApple Pages Adobe AcrobatMulti-line Phone SystemCalendar ManagementEvent Planning70 wpm
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David Baldwin works for Axianta Financial Partners, Inc..
David Baldwin is listed as Associate at Axianta Financial Partners, Inc..
David Baldwin is based in Pasadena, California, United States while working with Axianta Financial Partners, Inc..
David Baldwin has worked for Axianta Financial Partners, Inc. and Southern California Pipe Trades District Council 16.
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David Baldwin is listed with skills including Insurance, Financial Planning, Organization, Microsoft Office, Windows Xp, Songwriting, Guitar, and Promotional Marketing.
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