Jamie Baraldi Email & Phone Number
Founder and CEO @ Peak Wealth Partners
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Jamie Baraldi Location
- Philadelphia, PA, US
Jamie Baraldi Work
- 2019 -now Founder and CEO @
- 2025 -now Managing Partner, Wealth Management @
- 2009 -2019 Senior Vice President - Wealth Management @
- 2003 -2009 Financial Advisor @
- 1993 -2003 Financial Advisor @
Jamie Baraldi Education
- Muhlenberg College
(Economics and Finance)
Jamie Baraldi Skills
- Portfolio Management
- Financial Reporting
- Project Management
- Marketing
- Accounting
- Financial Analysis
- Sales
- Investments
- Underwriting
- Banking
- Loans
- Credit
- Investment Advisory
- Asset Allocation
Jamie Baraldi Summary
- Jamie Baraldi, based in Philadelphia, PA, US, is currently a Founder and CEO at Peak Wealth Partners. Jamie Baraldi brings experience from previous roles at IronCompass Collective, UBS Financial Services, Wells Fargo Advisors and Morgan Stanley. Jamie Baraldi holds a Muhlenberg College. With a robust skill set that includes Portfolio Management, Financial Reporting, Project Management, Marketing, Accounting and more. Jamie Baraldi has 4 emails and 1 mobile phone numbers on RocketReach.
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