Juan Ignacio Baldrich

Principal

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Location:

Miami, FL

Industry:

Financial Services

Work:

Panel Development Partners
Principal
Carefree Insurance Services, Inc. Nov 2014 - Jan 2017
Sales Manager, Provider Marketing and Commercial Lines
Pangea Financial Group Sep 2014 - Mar 2015
Financial Adviser, Investment Advisor Representative, and Registered Representative
New England Financial Jun 2011 - Aug 2014
Investment Advisor Representative and Registered Representative
South Florida Financial Strategies Apr 2010 - Jun 2011
Implementation and Solution Specialist

Education:

Marshall School
Pontificia Universidad Católica De Chile

Skills:

Life Insurance
Employee Benefits
Retirement Planning
Investments
Finance
Financial Advisory
Financial Services
Medicare
Securities
Estate Planning
Wealth Management
Investment Strategies
Wealth
Training
Business Development

Interests:

Road Cycling
Body Language
People Watching
Business/Entrepreneurship
New Technologies
Consumer Psychology
Health
Creative Marketing
Education
Negotiation
Environment
Science and Technology
Creative Writing
Human Rights
Branding
Emotional Intelligence
International Travel
Mountain Biking and Motorsports
Social Services
Investing
Economic Empowerment
Cycling
Meditation
Animal Welfare
Arts and Culture

Languages:

English
Spanish

Certifications:

2-15 Life, Health and Variable Annuity License
Series 6 Investment Company Products/Variable Life Contracts License
Series 63 Uniform Securities Agent State Law Examination
Series 65 Uniform Investment Adviser Law Examination
University of Pennsylvania - Introduction To Marketing
Pontificia Universidad Catolica De Chile / Gestión Empresarial Exitosa Para Pymes
University of Michigan / Successful Negotiation: Essential Strategies and Skills
License Pontificia Universidad Catolica De Chile
License University of Michigan
Pontificia Universidad Catolica De Chile / Gesti????N Empresarial Exitosa Para Pymes