Thomas Baldwin Email and Phone Number
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Thomas Baldwin personal email
Thomas Baldwin is a Associate Financial Advisor, Ilgenfritz Financial Group at Ilgenfritz Financial Group. He possess expertise in strategic planning, sales, microsoft office, management, customer service and 23 more skills.
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Associate Financial AdvisorIlgenfritz Financial Group Feb 2023 - PresentYork, Pennsylvania, Us-Prospect and on board new clients-Create financial plans including from stock market, annuities, long term care, Life insurance , Medicare , tax planning-Manage a book of business with clients ranging from $50k- 3MM+
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Private Bank Financial Solutions AdvisorMerrill Edge Dec 2022 - Feb 2023 -
Vice President , National Financial Solutions AdvisorMerrill Edge Jan 2022 - Dec 2022Prospect and Onboard new clients to the Merrill platform. Service my existing book of clients in the asset range of $1k-$1MM+
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Assistant Vice President, Financial Solutions AdvisorMerrill Edge Jan 2019 - Feb 2022Onboard new clients to the Merrill platform and service my existing book of clients in the asset range of $50k-$1MM+.
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Merrill Edge Select Portfolio AdvisorMerrill Edge Jan 2017 - Jan 2019Onboard new clients to the Merrill Edge Select Portfolio and service existing clients in the asset range of $20k- $1MM.
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Brokerage Financial Solutions AdvisorMerrill Edge Sep 2016 - Jan 2017Work with existing clients in the asset range of $50-100k and continue to build relationships.
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Core 1 AdvisorMerrill Edge Jan 2016 - Sep 2016Work with existing clients in the asset range of $20k-$50k and continue to build relationships
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Account ExecutiveLeaf Commercial Capital, Inc. Jan 2015 - Jan 2016Philadelphia, Pa, UsEnjoy tele-prospecting for new business with warm, pre-qualified leads provided by company Continuously build a book of business by assessing clients’ current and future needs and responding to them in a prompt, accurate and sincere manner Achieve assigned budget goals and meet and exceed targeted levels of activity to include 80-100 outbound calls per day Partner internally with LEAF’s Credit and Operations teams to help expedite sales process Collaborate with sales managers and senior sales staff to figure strategic sales methods -
Sales SpecialistClark Associates Jan 2013 - Jan 2015Lancaster, Pennsylvania, UsCustomer service including, greeting customers, describing products, checking out orders, and answering phone callsProviding friendly, efficient, and accurate solutions for customers with the goal of customer loyalty and increased business salesDirect customers in locations of desired productsAssist customers by bring product to Front End and assisting with loading cars and trucksReturning carts to store and keeping loading dock clear of equipment and product -
Operations ManagerB&B Services Sep 2012 - Jan 2013I run the day-to-day operations of B&B Services.My position entails finding ways to make the company more productive by providing effective methods in its business operations. Daily i prepare spread sheets, handles logistics, and supervises a team of 20-30employees. Throughout the day I input data through multiple programs to relay results to our customers.Liaison with top management. Assist in the development of strategic plans for operational activity. Implement and manage operational plans.
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Inside Sales/ Warehouse ManagerFastenal Mar 2012 - Sep 2012Winona, Mn, UsQuota-surpassing sales representative with a history of exceeding employer expectations across diverse industries. Enjoy talking to people and establishing a long-term, loyal customer base. Persuasive communicator; use consultative selling skills to identify opportunities, overcome objections, build relationships and turn cold canvassing into sales.Tenacious negotiator and closer; adept in conveying the benefits of products/services and generating customer interest. Quickly learn, master and sell new product offerings. Maintains receiving, warehousing, and distribution operations by initiating, coordinating, and enforcing program, operational, and personnel policies and procedures.Complies with federal, state, and local warehousing, material handling, and shipping requirements by studying existing and new legislation; enforcing adherence to requirements; advising management on needed actions.
Thomas Baldwin Skills
Thomas Baldwin Education Details
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Millersville University Of PennsylvaniaGeneral -
Bucks County Community College
Frequently Asked Questions about Thomas Baldwin
What company does Thomas Baldwin work for?
Thomas Baldwin works for Ilgenfritz Financial Group
What is Thomas Baldwin's role at the current company?
Thomas Baldwin's current role is Associate Financial Advisor, Ilgenfritz Financial Group.
What is Thomas Baldwin's email address?
Thomas Baldwin's email address is to****@****msn.com
What schools did Thomas Baldwin attend?
Thomas Baldwin attended Millersville University Of Pennsylvania, Bucks County Community College.
What are some of Thomas Baldwin's interests?
Thomas Baldwin has interest in Children, Environment, Education, Science And Technology, Human Rights, Animal Welfare.
What skills is Thomas Baldwin known for?
Thomas Baldwin has skills like Strategic Planning, Sales, Microsoft Office, Management, Customer Service, Microsoft Word, Team Building, Phone Skills, Deal Closure, Negotiation, Telephone Skills, Human Resources.
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