Brian Baker Location

Houston, TX, US

Brian Baker Work

  • 2023 - 2025 Vice President - Central Region @ Triton Pacific Securities, LLC
  • 2022 - 2023 Senior Vice President of Sales @ SafeGuard Asset Management
  • 2022 - 2022 Regional Sales Director, Central Region @ Silver Star Properties REIT, Inc.
  • 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 @ Gabelli Funds
  • 2013 - 2017 Regional Vice President, External Wholesaler @ Equinox Funds

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

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 1 mobile phone numbers on RocketReach.

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