Aaron E. Baldwin's Email Addresses & Phone Numbers

📖 Summary

At New York Life, we understand that everyone is an individual. If you're just starting out, we're here to listen and help clarify your financial goals. If you're already on your way, we're here to help you stay on track and turn your dreams into reality. New York Life also knows that the Lesbian, Gay, Bisexual and Transgender (LGBT) community is often faced with unique challenges, especially when it comes to protecting our families. New York Life celebrates diversity both globally and locally. We strive to serve all people - regardless of their race, creed, religion, gender expression or sexual orientation - with the same compassion, dignity and respect. For myself, as an out LGBT agent, it's about pioneering new financial concepts and strategies, such as Positive Planning. Combining my own knowledge of the LGBT Community, with sound financial planning strategies and some of the strongest financial tools in the industry ... we can meet and exceed the unique needs of a very diverse community. Founded in 1845, New York Life is owned by its policyholders. The company is the 86th largest company in the United States according to the Fortune 500 list.Licensed Agent @ As a licensed agent I'm responsible for scheduling appointments, meeting with clients, analyzing individual and corporate clients needs, making product recommendations and providing ongoing service. The solutions that I represent help my clients to be better prepared in the event of any of the four Ds - Distress, Disease, Death and now Divorce. New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). INSURANCE AND INVESTMENT PLANNING: * Life Insurance * Annuities * Long Term Care * Long Term Disability * Retirement Planning Strategies * Wealth Accumulation and Protection * Education Funding * Business Continuation Planning * Chronic Illness Financial Planning Specialist * Concentration on LGBT, Start Up, PreRetiree and Business Markets From June 2012 to Present (3 years 5 months) San Francisco Bay AreaDocument & Records Solutions Consultant @ Overall sales responsibility for the development and delivery of San Francisco based off-site services; including integrated print, document management & distribution solutions, digital copy & printing, digital document conversion and records management. Customers include PBMS on-site customers, as well as direct customers; which have included some of the world's largest corporations; Aircraft Technical Publishers, Bank of America (BofA), Baker & McKenzie, Catholic Healthcare West, Charles Schwab, Chevron, Cisco Systems, Deutsche Bank, EFI, Genworth Financial, Google, Hitachi, Hospital Corporations of America (HCA), IBM, Liberty Mutual, Manatt Phelps & Phillips, Morgan Lewis & Bockius, Nomura Securities, Novartis, Goldman Sachs, Pacific Gas & Electric (PG&E), PriceWaterhouseCoopers, Safeway, Wendall Rosen Black & Dean, Wells Fargo, Wilson Sonsini Goodrich and Yahoo! Note: * Average four (4) year attainment of sales quota was 91.5%, and my 2009 revenue quota was $1.9 million. * Member, PBMS Document Processing Solutions National Advisory Team * Member, PBMS Financial Services Marketing Team * Member, PBMS Marketing Advisory Board * Attendee, PBOne Club, 2006 Kauai & 2007 Scottsdale From April 2006 to September 2010 (4 years 6 months) San Francisco Bay AreaDocument Strategy & Technology Consultant Manager @ Baldwin spent almost thirteen (13) years in various consulting and employment engagements leading large corporate installations of Enterprise Content Management strategies and systems. ECM is an umbrella term covering document management, web content management, search, collaboration, records management, digital asset management (DAM), workflow management, capture and scanning. ECM is primarily aimed at managing the life-cycle of information from initial publication or creation all the way through archival and eventually disposal. ECM applications are delivered in three ways: on-premise software (installed on the organization’s own network), software as a service (SaaS) (web access to information that is stored on the software manufacturer’s system), or a hybrid solution composed of both on-premise and SaaS components. ECM aims to make the management of corporate information easier through simplifying storage, security, version control, process routing, and retention. The benefits to an organization include improved efficiency, better control and reduced costs. CLIENTS: TD Waternouse, E*Trade, Dreyfus Funds, American Funds, Charles Schwab, DLJDirect, Credit Suisse, Franklin Templeton, Goldman Sachs, Blue Cross/Blue Shield, AIM Funds, USAA and others. From November 1993 to February 2006 (12 years 4 months) United StatesVice President, Retail Programming @ Developed and implemented supply chain management programs for the retail and software industries. These programs incorporated all activities relating to the procurement, distribution, warehousing, inventory control and distribution of office & data processing supplies, forms and printed materials. From November 1988 to November 1993 (5 years 1 month) Cleveland/Akron, Ohio AreaMBA, Marketing/Communications, 4.0 GPA @ Rensselaer Polytechnic Institute From 1997 to 1999 BA, Political Science/Economics/International Relations @ Baldwin Wallace University From 1985 to 1989 College Prep, College Prep @ Martha's Vineyard Regional High School From 1981 to 1985 Aaron E. Baldwin is skilled in: Product Development, Document Management, Records, Solution Selling, Content Management, New Business Development, Key Account Management, Sales Process, Process Improvement, Competitive Analysis, Professional Services, Digital Marketing, Retirement Planning, Life Insurance, Strategy, Selling, Consultative Selling, Serodiscordant Couple..., HIV Financial Planning, Strategy Development, Long Term Care Insurance, Estate Planning, Long Term Disability..., Business Development, Leadership, Marketing Communications, Program Management, Salesforce.com, Enterprise Software, Sales Operations, Management, Leadership Development, CRM, Sales, Business Intelligence, Account Management, Start-ups, Disability Insurance, Marketing, Analysis, Insurance, Cross-functional Team..., Integrated Marketing, Strategic Financial..., Financial Services, Financial Planning, Public Relations, Finance, Direct Sales, Grassroots Lobbying