Nathan Baldwin Email & Phone Number
Director, Financial Planner @ Edelman Financial Engines
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Nathan Baldwin Location
- Boston, MA, US
Nathan Baldwin Work
- 2023 -now Director, Financial Planner @
- 2021 -2023 Senior Wealth Advisor @ PRW Wealth Management, LLC
- 2009 -2021 Director of Financial Planning @ D.K. Brede Investment Management Co., Inc.
- 2009 -2021 Wealth Management Advisor @ D.K. Brede Investment Management Co., Inc.
- 2001 -2009 Registered Sales Associate @ D.K. Brede Investment Management Co., Inc.
- 1999 -2001 Operations Associate @ D.K. Brede Investment Management Co., Inc.
- 1998 -1999 Intern @ D.K. Brede Investment Management Co., Inc.
Nathan Baldwin Education
- UMass Boston
Bachelor of Arts (B.A.) (English Language and Literature/Letters)
1999-2001
Nathan Baldwin Skills
- Series 63
- Strategic Financial Planning
- Management
- Investment Strategies
- Portfolio Management
- Strategic Financial
- Investments
- Microsoft Word
- Asset Management
- Finance
- Retirement
- Investment Advisory
- Strategic Planning
- Series 7
- Retirement Planning
- Wealth Management
- Project Planning
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Financial Modeling
- Wealth Management Services
Nathan Baldwin Summary
- Nathan Baldwin, based in Boston, MA, US, is currently a Director, Financial Planner at Edelman Financial Engines. Nathan Baldwin brings experience from previous roles at PRW Wealth Management, LLC and D.K. Brede Investment Management Co., Inc.. Nathan Baldwin holds a 1999 - 2001 Bachelor of Arts (B.A.) in English Language and Literature/Letters @ UMass Boston. With a robust skill set that includes Series 63, Strategic Financial Planning, Management, Investment Strategies, Portfolio Management and more. Nathan Baldwin has 2 emails and 2 mobile phone numbers on RocketReach.
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