Brian Baker Email & Phone Number
Managing Director, Distribution @ Pinnacle Capital Group
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Brian Baker Location
- Houston, TX, US
Brian Baker Work
- 2026 -now Managing Director, Distribution @
- 2026 -now Founder and President @ Streamline Wealth Advisors
- 2025 -2026 Capital Advisor @
- 2023 -2025 Vice President - Central Region @
- 2022 -2023 Senior Vice President of Sales @ SafeGuard Asset Management
- 2022 -2022 Regional Sales Director, Central Region @
- 2020 -2022 Investment Advisor, Sr. Financial Planner @ Legacy Asset Management
- 2019 -2020 Regional Vice President @ LoCorr Funds
- 2017 -2019 Vice President, Investment Consultant at Gabelli Funds @
- 2013 -2017 Regional Vice President, External Wholesaler @
- 2010 -2013 Regional Vice President, External Wholesaler @
- 2006 -2010 Regional Sales Director, External Wholesaler @ RS Funds
- 2001 -2006 Regional Sales Liaison, Internal Wholesaler @
- 1999 -2001 Financial Advisor @
Brian Baker Education
- Texas Tech University
Bachelor of Arts in University Studies (Financial Planning & Organizational Leadership)
- Northwestern University
(CFP - in progress)
Brian Baker Skills
- New Business Development
- Private Equity
- Real Estate Investment Trust (REIT)
- Consulting
- Sales Management
- Digital Strategy
- Coaching
- Sales
- Business Development
- NFA Series 3
- Marketing Management
- Managed Accounts
- Commodity Pools
- Mutual Funds
- Series 63
- Series 7
- Asset Allocation
- Alternative Investments
- Series 65
- Retirement Planning
- Wealth Management
- Portfolio Management
- Financial Services
- Financial Advisory
- Asset Management
- Investment Strategies
- Finance
- Salesforce.com
- Alternative Investment Strategies
- Managed Futures
- Equities
- Investments
- Financial Planning
- Hedge Funds
- Investment Advisory
Brian Baker Summary
- Brian Baker, based in Houston, TX, US, is currently a Managing Director, Distribution at Pinnacle Capital Group. Brian Baker brings experience from previous roles at Streamline Wealth Advisors, Blue Bridge Financial, Inc., Triton Pacific Securities, LLC and SafeGuard Asset Management. Brian Baker holds a Bachelor of Arts in University Studies in Financial Planning & Organizational Leadership @ Texas Tech University. With a robust skill set that includes New Business Development, Private Equity, Real Estate Investment Trust (REIT), Consulting, Sales Management and more. Brian Baker has 3 emails and 3 mobile phone numbers on RocketReach.
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