Store Manager and Sales Manager @ (May 2015 - March 2022)
Middle Office Regional Consultant @ (September 2012 - October 2014)
Portfolio Administrator (Brinker Capital Securities) @ (August 2007 - June 2012)
Summer Internship @ (May 2006 - August 2006)
Andrew Baker Education
Penn State University
Bachelor of Science - BS (Economics)
2004-2007
Andrew Baker Skills
Financial Services
Separately Managed Accounts
Mutual Funds
Equities
Investments
Telephone Skills
Long-term Customer Relationships
Customer Service
Microsoft Office
SEI Trust 3000
Business Process Testing
Long Term Customer Relationships
Andrew Baker Summary
Andrew Baker, based in Berwyn, PA, US, is currently a VP of Partner Success at BizFi.io. Andrew Baker brings experience from previous roles at DJB INVESTMENTS, LLC, Aquavita Pools, SEI Private Trust Company and Orion. Andrew Baker holds a 2004 - 2007 Bachelor of Science - BS in Economics @ Penn State University. With a robust skill set that includes Financial Services, Separately Managed Accounts, Mutual Funds, Equities, Investments and more. Andrew Baker has 1 emails and 2 mobile phone numbers on RocketReach.
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