Christopher Baldwin
Maple Shade
Overview
2
2
years of professional experience
1
1
Certification
Work History
Client Relationship Analyst
Morgan Stanley
Marlton, NJ
07.2024 - Current
- Perform comprehensive research on equities, ETFs, mutual funds, fixed income, structured products, and alternative investments to support client portfolio strategies.
- Develop and present customized investment proposals for high-net-worth clients (up to $25MM in net worth), integrating comprehensive risk profiling, strategic asset allocation, tax-aware planning, and long-term wealth preservation objectives.
- Maintain market awareness of public and private market trends and current events, enhancing expertise in publicly traded and alternative investment products.
- Develop, monitor, and update financial plans for clients using Morgan Stanley’s suite of financial planning software and resources.
- Generate and distribute quarterly cash flow reports for over 50 client households using Excel for clear and organized presentation of investment income.
- Prepare client meeting materials, including performance reports, portfolio risk reports using Aladdin, and cash flow analyses.
- Collaborate with client service team to manage administrative tasks, including investment order execution, money movement, managed account inception, meeting scheduling using Salesforce, expense reporting using Concur, and tax document handling.
- Hired out of college as an analyst on a Forbes Best In-State wealth management team overseeing $500M+ in assets.
Wealth Management Intern
Morgan Stanley
Marlton, NJ
02.2024 - 07.2024
- Assisted financial advisors in developing investment strategies, conducting market research, and analyzing client portfolios to optimize asset allocation.
- Gained hands-on experience in wealth planning, compliance procedures, and industry best practices to support high-net-worth individuals and institutional clients.
Education
B.A. - Economics
The College of New Jersey
Ewing, NJ05.2024
Certification
- Series 7 - FINRA: General Securities Representative Qualification Exam
- Series 66 - NASAA: Uniform Agent State Law Examination
- SIE - FINRA: Securities Industry Essentials Exam
Affiliations
- USAPL - USA Powerlifting Competitive Athlete (March 2023 - Present)
- Sigma Alpha Epsilon Fraternity - President (Jan 2022 - Nov 2022)
- Order of Omega Honor Society - Mu Mu Chapter (Feb 2023 - May 2024)
Timeline
Client Relationship Analyst
Morgan Stanley
07.2024 - Current
Wealth Management Intern
Morgan Stanley
02.2024 - 07.2024
B.A. - Economics
The College of New Jersey