Nathan Baldwin Email & Phone Number
Director, Financial Planner @ Edelman Financial Engines
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Nathan Baldwin Location
- Boston, MA, US
Nathan Baldwin Work
- Director, Financial Planner @ (November 2023 - Present)
- Senior Wealth Advisor @ PRW Wealth Management, LLC (April 2021 - November 2023)
- Director of Financial Planning @ D.K. Brede Investment Management Co., Inc. (January 2009 - April 2021)
- Wealth Management Advisor @ D.K. Brede Investment Management Co., Inc. (January 2009 - April 2021)
- Registered Sales Associate @ D.K. Brede Investment Management Co., Inc. (January 2001 - January 2009)
- Operations Associate @ D.K. Brede Investment Management Co., Inc. (January 1999 - January 2001)
- Intern @ D.K. Brede Investment Management Co., Inc. (January 1998 - January 1999)
Nathan Baldwin Education
- UMass Boston
Bachelor of Arts (B.A.) (English Language and Literature/Letters)
1999-2001
Nathan Baldwin Skills
- Asset Management
- Financial Modeling
- Investment Advisory
- Investment Strategies
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Retirement
- Retirement Planning
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Management
- Wealth Management Services
- Management
- Portfolio Management
- Strategic Financial
- Microsoft Word
- Finance
- Strategic Planning
- Project Planning
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 Asset Management, Financial Modeling, Investment Advisory, Investment Strategies, Investments and more. Nathan Baldwin has 2 emails and 2 mobile phone numbers on RocketReach.
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