RICHARD DAVIS BALDWIN
Tysons,VA
Summary
Talented Customer Service Representative goes above and beyond basic administrative tasks and takes on multiple projects at once. Excellent work ethic and strength in boosting company morale.
Overview
5
5
years of professional experience
Work History
Family Office Associate
Keel Point
09.2022 - 12.2024
- Serve Wealth Management Team by managing 5-10 projects and developing and maintaining relationships with 2 prominent ultra-high-net-worth families
- Tasks include financial research, frequent written communication, cash management, bill pay, tax-tracking, employee payroll, trust administration, organizing client information, handling client inquiries, insurance liaison, and meetings with Wealth Managers to develop and define objectives for client projects.
Client Relationship Associate
The Vanguard Group, Inc.
11.2021 - 09.2022
- Assisted clients with a range of financial inquiries and tasks; passed Securities Industry Essentials exam and Series 7 and 63 exams.
- Promoted in three months.
Intern
Capital Sports Group
06.2021 - 08.2021
- Assisted with planning, logistics, customer service, record-keeping, travel, and payroll of 15-20 employees in the execution of 3 youth lacrosse recruiting events.
Paid Lacrosse Student Manager
University of Virginia Men's Lacrosse
08.2019 - 05.2021
- Oversaw logistics and assisted coaching staff of NCAA Div. 1 National Champion men's lacrosse team.
Intern
Mason Investment Advisory Services, Inc.
09.2019 - 12.2019
- Performed tax research and 5-10 administrative tasks for financial planning, tax, and IT departments.
Education
Bachelor of Arts - History
University of Virginia
Charlottesville, Virginia05.2021
Griffith University
Gold Coast, Australia 11.2019
Villanova University
Villanova, Pennsylvania05.2018
High School Diploma - undefined
Gonzaga College High School
Washington, D.C.06.2017
Accomplishments
Four-time Boston Marathon Qualifier (PR 2:45:15)
Interests Community Service
- Aviation; currently a Private Pilot's License candidate.
- Worked with Kino Border Initiative, a Jesuit organization serving migrants in Nogales, Mexico
- Mexico mission trip: built church floor and ran sports camp for children in rural village
- Top Soccer Volunteer: helping disabled children have fun with the sport
- Worked since age 13 including Soccer Referee, Tennis Court Manager, Assistant Tennis Pro, Snack Bar Assistant Manager, Sales Associate Rita's Italian Ice, landscaping, snow removal and yard maintenance.
Timeline
Family Office Associate
Keel Point
09.2022 - 12.2024
Client Relationship Associate
The Vanguard Group, Inc.
11.2021 - 09.2022
Intern
Capital Sports Group
06.2021 - 08.2021
Intern
Mason Investment Advisory Services, Inc.
09.2019 - 12.2019
Paid Lacrosse Student Manager
University of Virginia Men's Lacrosse
08.2019 - 05.2021
High School Diploma - undefined
Gonzaga College High School
Bachelor of Arts - History
University of Virginia
Griffith University
Villanova University
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