Lorrie Baldevia Email and Phone Number
Lorrie Baldevia work email
- Valid
- Valid
- Valid
- Valid
- Valid
Lorrie Baldevia personal email
Lorrie Baldevia phone numbers
Financial services executive with in-depth experience in benefit and insurance consulting for businesses and high net worth individuals. Specialized in executive benefit consulting to help recruit, reward, and retain key employees. Versed in sophisticated life insurance strategies for investment purposes and to fund estate tax liabilities and wealth/business transfer. Investment and retirement planning background. Strong in operations and project management in addition to consulting expertise indicated above.Specialties: Executive Benefit Strategies including: Nonqualified Plans, 401k Mirror Plans, Long Term Incentive Plans, Deferred Compensation Plans, Executive Profit Sharing Plans, Supplemental Executive Retirement Plans, Executive Life, Disability & Long Term Care, Trust Owned Life Insurance, Corporate Owned Life Insurance, Wealth Transfer, Estate Planning Strategies, Key Person Coverage, Retirement Plan Consulting. Lorrie is also a known philanthropist and staunch advocate for programs that support women and children in underserved communities. She has developed multiple programs through her community board work that has made a significant impact in the community. Lorrie co-founded EnVision, a youth development program that provides unique field trips in the areas of Science, Technology, Engineering & Math. Additionally, she founded the "GM Dinner for Great Mom's," an annual mothers day event for homeless, low -income or disadvantaged mothers who don't have family members or a support group to honor them on this holiday. Lorrie has launched many fundraising campaigns and has raised millions of dollars to help impact low-income families in King County. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. AssuredPartners is independently owned and operated. CA Insurance License #0I62551; AR Insurance License #5768386. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Assuredpartners
View-
Platform PresidentAssuredpartners Jan 2024 - PresentOrlando, Florida, Us
-
Agency PresidentAssuredpartners Nov 2022 - Jan 2024Orlando, Florida, Us
-
Agency CooAssuredpartners Feb 2015 - Nov 2022Orlando, Florida, UsAgency COO and senior advisor for executive benefits and high net worth life insurance. Specialized in non-qualified deferred compensation, individual and corporate owned life insurance, retirement plan consulting, and estate planning strategies.
-
Senior Vice PresidentAssuredpartners Nov 2000 - Feb 2015Orlando, Florida, Us
-
Board MemberFinseca Jun 2023 - PresentWashington, D.C., UsFinseca is a global leader in education and advocacy for advisors in the financial services industry. Finseca's sole focus is on creating an environment that enables people to protect and enhance financial well-being for themselves, their families and their businesses. Simply put, financial security for all. We work with our nation's key policymakers to protect the industry and promote prosperity for all. -
Board MemberM Financial Group Jun 2023 - Jul 2024Portland, Oregon, UsM Financial is a leader in life insurance and financial services for high-net-worth clients and successful businesses. M is a community of insurance and financial planning experts who work collaboratively to advance their clients’ interests. We’re a powerful force in executive benefits, insurance solutions, and wealth planning. M is committed to advancing the interests of our industry, our communities, and our clients. -
Board Member, Center For Leadership FormationSeattle University 2016 - Nov 2023Seattle, Wa, UsThe Center for Leadership Formation (CLF) is home to the Executive Education programs at Seattle University. It’s a center of innovation, where top educators, alumni, and business luminaries join forces to help accomplished professionals become influential leaders in a changing world. Our intense focus on leadership provides the transformational experience that accomplished business professionals want and need on the path to senior leadership. Leadership Looks Different Here.Organizations need inspired leaders who know themselves, lead from an ethical compass, mobilize others around a shared vision, and see the connection between a better business and a better world. This spirit of leadership is in the DNA of Seattle University and our Executive Education programs, which include the Executive Leadership Program and Leadership Executive MBA. As collaboration, innovation, and transparency become essential to success in companies and communities, our graduates are increasingly valuable assets. -
Member Board Of DirectorsAtlantic Street Center 2013 - Jan 2021UsAtlantic Street Center (www.atlanticstreet.org) is one of a few nonprofit organizations in the Seattle area that serves individuals at every stage of life, from toddlers to grandparents. Services are fundamentally educational in nature, whether we are helping a toddler learn words, colors and numbers, providing tutoring to a middle school students, helping a new immigrant gain critical life skills, supporting a teen parent while they earn a high school diploma and care for a new baby, or providing intensive therapy to help family members learn how to have stable, healthy relationships with one another. -
Financial ServicesFirst Investors 1999 - 2000New York, Ny, Us -
Financial ServicesMerrill Lynch 1997 - 1999New York, Ny, Us
Lorrie Baldevia Skills
Lorrie Baldevia Education Details
-
Seattle UniversityMarketing & International Business -
Academy Of Our Lady Of Guam
-
St. Anthony School
Frequently Asked Questions about Lorrie Baldevia
What company does Lorrie Baldevia work for?
Lorrie Baldevia works for Assuredpartners
What is Lorrie Baldevia's role at the current company?
Lorrie Baldevia's current role is President, Board Member, Keynote Speaker, Mentor & Advocate of Joy, People & PIE.
What is Lorrie Baldevia's email address?
Lorrie Baldevia's email address is lb****@****mnw.com
What is Lorrie Baldevia's direct phone number?
Lorrie Baldevia's direct phone number is +120691*****
What schools did Lorrie Baldevia attend?
Lorrie Baldevia attended Seattle University, Academy Of Our Lady Of Guam, St. Anthony School.
What skills is Lorrie Baldevia known for?
Lorrie Baldevia has skills like Retirement Planning, Deferred Compensation, Investments, Life Insurance, Strategic Planning, 401k, Wealth, Management, Retirement Plan Consulting, Financial Services, Strategic Financial Planning, Estate Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial