Samuel Baldwin Email & Phone Number
Partner, Financial Advisor @ Spencer Financial, LLC
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Samuel Baldwin Location
- Sudbury, MA, US
Samuel Baldwin Work
- 2013 -now Partner, Financial Advisor @
- 2005 -2012 Vice President @
- 2003 -2005 Financial Consultant @ Sovereign Bancorp
- 2000 -2003 Internal Wholesaler @
Samuel Baldwin Education
- University of Chicago Booth School of Business Executive Education
CPWA® Program
2020-2020 - Boston University Center for Professional Education
Certificate in Financial Planning
2004-2005 - Franklin & Marshall College
B.A. (Business)
1995-1999
Samuel Baldwin Skills
- Financial Planning
- Wealth Management Services
- Microsoft Excel
- Management
- Strategy
- Investments
- Mergers
- Investment Strategies
- Alternative Dispute Resolution
- Financial Modeling
Samuel Baldwin Summary
- Samuel Baldwin, based in Sudbury, MA, US, is currently a Partner, Financial Advisor at Spencer Financial, LLC. Samuel Baldwin brings experience from previous roles at Spencer Financial, LLC, Sovereign Bancorp and MFS Investment Management. Samuel Baldwin holds a 2020 - 2020 CPWA® Program @ University of Chicago Booth School of Business Executive Education. With a robust skill set that includes Financial Planning, Wealth Management Services, Microsoft Excel, Management, Strategy and more. Samuel Baldwin has 1 emails and 1 mobile phone numbers on RocketReach.
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