Baldwin Brothers - Wealth Management
Industry: Company
DescriptionFounded: 1974 Parent organization: Lulworth LtdFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBaldwin Brothers IncWebsiteDirections Saved (0) Saved Save Financial consultant in Marion, Massachusetts Address: 204 Spring St, Marion, MA 02738 Phone: (508) 748-0800Category: : : Website: : : : Hours: : Place name: Website: http://www.baldwinbrothersinc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Baldwin Brothers Inc Posting publicly on the Web Write a review Reviews Be the first to review
Baldwin Brothers - Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Baldwin Brothers - Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Baldwin Brothers - Wealth Management Employees
Baldwin Brothers - Wealth Management August 2015 - Present
Skills
Management, Advertising, Marketing, Fashion, Entrepreneurship
Education
University of Richmond 2006 — 2010
Bachelor of Arts (B.A.)
University of Otago 2008 — 2008
The Taft School 2003 — 2006
High School
Wright Maritime Group August 2012 - Present
Military Sealift Command December 2011 - March 2012
LISCR May 2010 - August 2010
Brown Brothers Harriman March 2009 - September 2009
Baldwin Brothers - Wealth Management September 2008 - January 2009
Skills
Logistics, PowerPoint, Microsoft Word, Maritime Operations, International Logistics, Fleet Management, Fleet Operations, Leadership, Finance, Microsoft Office, Microsoft Excel, Teamwork, Communication, Bloomberg, Financial Analysis, Marketing, Team Leadership
Education
Massachusetts Maritime Academy 2010 — 2012
International Maritime Business, Logistics, Materials, and Supply Chain Management, 3.3 / 4.0
Bentley University 2004 — 2008
BS, Finance, Business Law, 3.2 / 4.0
Montague Joint Venture 1988 - Present
Long Bridge Ordinary Foundation June 2005 - Present
Ware Episcopal Church January 2012 - January 2015
North River, LLC 1999 - November 2014
Merrill Lynch 2007 - January 2014
Gloucester Community Foundation 2002 - December 2013
A.G. Edwards & Sons, Inc. 2001 - 2007
Hannon Armstrong Capital, LLC 1984 - 2001
US Navy September 1968 - July 2000
Baldwin Brothers - Wealth Management 1979 - June 1984
Skills
Financial Advisor, Historic Preservation..., Navy Deep Sea Salvage..., Strategic Planning, Investments, Public Speaking, Strategic Financial..., Insurance, Customer Service, Series 7, Microsoft Excel, Marketing, Life Insurance, Small Business, Microsoft Office, Financial Analysis, Risk Management, Retirement Planning, Leadership, Portfolio Management, Wealth Management, Retirement, Asset Managment, Mutual Funds, Securities, Asset Allocation, Investment Advisory, Asset Management, Management, Alternative Investments, Finance, Financial Planning, Research
Education
The George Washington University 1973 — 1975
Master of Arts (M.A.), Public and International Affairs
Hampden-Sydney College 1966 — 1970
BA, Economics & English Lit.
George Washington University 1973 — 1975
MA, Public and International Affairs
University of Rhode Island 1975 — 1976
MA, Marine Affairs
Baldwin Brothers - Wealth Management August 2015 - Present
Baldwin Brothers - Wealth Management April 2013 - August 2015
Education
Bard College 2008 — 2012
Bachelor’s Degree
Cahoon Care Associates, LLC October 2010 - Present
Baldwin Brothers - Wealth Management November 2007 - 2010
Putnam Investments December 1997 - April 2003
Skills
Hospitals, Microsoft Office, Customer Service, Healthcare, Strategic Planning, Microsoft Excel, Management, Clinical Research, Healthcare Management
Education
Wellesley College 1976 — 1980
BS in Biology, Biology, General
Babson College
Master of Business Administration (MBA), Finance and Financial Management Services
Baldwin Brothers - Wealth Management September 2008 - Present
JKD Capital, Inc. January 2003 - September 2008
Strategic Capital Allocation Group 2001 - 2003
Skills
Alternative Investments, Investments, Private Equity, Venture Capital, Emerging Markets, Angel Investing, Sustainable Investing
Education
Boston University - School of Management 1995 — 1997
MBA, Finance, General
Ithaca College 1988 — 1992
BS, Management
Baldwin Brothers - Wealth Management September 2015 - Present
Newfound Research LLC October 2013 - September 2015
Baldwin Brothers October 2010 - October 2013
Oakmont Partners July 2005 - October 2010
Rydex Investments March 2000 - April 2005
Scudder Kemper Investments February 1997 - March 1999
Fidelity Investments June 1991 - January 1997
Skills
Executive Management, Wealth Management, Investment Advisory, Product Marketing, Entrepreneurship, Marketing, Alternative Investments, Sales, Mutual Funds, Hedge Funds, Investments, Brand Management, Asset Management, Asset Allocation, Aquisition
Education
Syracuse University 1987 — 1991
Bachelors of Science, Economics; Marketing and Finance
Baldwin Brothers - Wealth Management April 2008 - Present
Jazz Aspen Snowmass April 2007 - October 2007
Solaris Asset Management August 2004 - September 2006
Education
Kenyon College 2000 — 2004
BA, Political Science
Baldwin Brothers - Wealth Management June 2015 - Present
Macken Speed March 2013 - Present
Pacific Western Mortgage Group April 2012 - May 2014
Hotei Motors August 2009 - January 2012
Skills
Financial Analysis, Research, Management, Customer Service, Problem Solving, Business Strategy, Entrepreneurship, Leadership, Project Management, Nonprofits, Fundraising, Budgets, QuickBooks, Office Management, Microsoft Excel, Strategic Planning, Data Analysis, Residential Mortgages, Marketing, Financial Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Communication
Education
Mills College, Lorry I. Lokey Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Baldwin Brothers - Wealth Management May 2012 - Present
Meraki, Inc. January 2012 - May 2012
Kiva.org June 2011 - January 2012
The Green Belt Movement June 2009 - December 2009
Skills
Certified Sustainable..., LEED Green Associate, blu homes
Education
Sustainable Building Advisor Institute 2013 — 2013
Certified Sustainable Building Advisor, Sustainable Building
Kenyon College 2005 — 2009
Bachelor of Arts (B.A.), Political Science
The Taft School 2002 — 2005