Josh Baldwin Email & Phone Number

Vice President, Business Technology Liaison @ BNY Wealth

View Josh's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Josh Baldwin Location

Boston, MA, US

Josh Baldwin Work

2026 -now Vice President, Business Technology Liaison @
2022 -2025 Program Manager - Tax Technology and Transformation @
2018 -2021 Manager - Business Consulting @
2017 -2018 Senior Associate - Business Consulting @
2016 -2017 Investor Relations Associate @
2016 -2017 Investor Relations and Financial Analyst @
2014 -2016 Investor Relations Associate @
2014 -2016 Investor Relations and Financial Analyst @
2011 -2014 Financial Analyst @
2011 -2014 Production Accounting and Financial Operations @
2010 -2011 Bank Teller @
2001 -2010 Hospitality (Food and Wine) @
2010 -2010 Internship: Capital Raising and Equity Research @ Alternative Asset Investment Management, LLC | Victor Park
2009 -2009 Teaching Assistant: Comparative Politics @
2008 -2009 Internship: Clerk @ Bristol County District Attorney | Sam Sutter

Josh Baldwin Education

Isenberg School of Management, UMass Amherst
MBA (Business Analytics)
2011-2015
University of Massachusetts Dartmouth
Bachelor of Arts (Political Science)
2005-2009
Bishop Stang High School 2001-2005

Josh Baldwin Skills

Writing
Administrative Assistance
Financial Data
SNL
Overseeing
Sales
Data Entry
Value Investing
Commercial Litigation
International Relations
Finance
Investor Relations
Honor
Business Administration
Dec Alpha
Real Estate
Crisis Management
Event Management
Merrill Lynch
Management
Financial Statements
Public Relations
Thompson One
Udf
Citigroup
Marketing Support
Statistics
Investment Management
Leadership
Coordinated
PowerPoint
Cash Management
Latin
Public Speaking
Accounting
Quarter
Product Mix
Press Releases
Portfolio Management
Capital Markets
System
Real Time
Barclays
Diplomacy
Comparative Politics
Strategy
County
Microsoft Office
Productions
Budgeting
Microsoft Excel
Asset Management
Reflections
Editing
Customer Service
Straightforward
Bookkeeping
Persistent
Meticulous
News
Scripting
Conferences
Project Management
Research
Reporting
Accounts Payable
Capital
REIT
Payroll
Data Visualization
Analysis
Client Relations Skills
Social Media
Proofreading
Corporate Finance
Event Planning
Financial Modeling
Data Analysis
Client Services
Management Accounting
Strategic Planning
Capital Raising
Resourceful
Marketing
Social Networking
SAP XI
Flows
Automobile
Services
Presentations
Media
SPSS
Six Sigma
Sovereign
Flights
Art
Personal Services
Teaching
Political Science
New York
Affiliates
Investments
Buy Side
Referrals
Financial Services
Outlook
Microsoft Word
Cash
Asset
Financial Analysis
RCS
IR
Bdcs
Accounting Applications
Budgets
Securities
Product Management
Budget Process
Institutional Investments
Operations Management
Software Quality Assurance
Information Management
Technology Implementation
Quality Assurance
Investor Presentations
Technology Process Improvement
Microsoft Project
SQL
Dashboard
Written Communication
Organization Skills
Software Design
Financial Communications
Data Quality
Pivot Tables
Wealth Management
Financial Reporting
Problem Solving
Software Development

Josh Baldwin Summary

Josh Baldwin, based in Boston, MA, US, is currently a Vice President, Business Technology Liaison at BNY Wealth. Josh Baldwin brings experience from previous roles at EY and Sharon Merrill Advisors. Josh Baldwin holds a 2011 - 2015 MBA in Business Analytics @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes Writing, Administrative Assistance, Financial Data, SNL, Overseeing and more. Josh Baldwin has 1 emails and 1 mobile phone numbers on RocketReach.