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Thomas Baldwin is listed as Associate Financial Advisor, Ilgenfritz Financial Group at Ilgenfritz Financial Group, based in York, Pennsylvania, United States. AeroLeads shows a work email signal at msn.com and a matched LinkedIn profile for Thomas Baldwin.
Thomas Baldwin previously worked as Associate Financial Advisor at Ilgenfritz Financial Group and Private Bank Financial Solutions Advisor at Merrill Edge. Thomas Baldwin holds Bachelor Of Applied Science (B.A.Sc.), Business Administration And Management, General from Millersville University Of Pennsylvania.
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AeroLeads found 1 current-domain work email signal for Thomas Baldwin. Compare company email patterns before reaching out.
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.
Listed skills include Strategic Planning, Sales, Microsoft Office, Management, and 24 others.
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York, 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+
Prospect and Onboard new clients to the Merrill platform. Service my existing book of clients in the asset range of $1k-$1MM+
Onboard new clients to the Merrill platform and service my existing book of clients in the asset range of $50k-$1MM+.
Onboard new clients to the Merrill Edge Select Portfolio and service existing clients in the asset range of $20k- $1MM.
Work with existing clients in the asset range of $50-100k and continue to build relationships.
Work with existing clients in the asset range of $20k-$50k and continue to build relationships
Philadelphia, PA, US
Enjoy 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.
Lancaster, Pennsylvania, US
Customer 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.
I 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.
Winona, MN, US
Quota-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.
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Thomas Baldwin works for Ilgenfritz Financial Group.
Thomas Baldwin is listed as Associate Financial Advisor, Ilgenfritz Financial Group at Ilgenfritz Financial Group.
AeroLeads has found 1 work email signal at @msn.com for Thomas Baldwin at Ilgenfritz Financial Group.
Thomas Baldwin is based in York, Pennsylvania, United States while working with Ilgenfritz Financial Group.
Thomas Baldwin has worked for Ilgenfritz Financial Group, Merrill Edge, Leaf Commercial Capital, Inc., Clark Associates, and B&B Services.
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Thomas Baldwin holds Bachelor Of Applied Science (B.A.Sc.), Business Administration And Management, General from Millersville University Of Pennsylvania.
Thomas Baldwin is listed with skills including Strategic Planning, Sales, Microsoft Office, Management, Customer Service, Microsoft Word, Team Building, and Phone Skills.
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