Eli Baker Email

Senior Wealth Advisor @ Sycamore Wealth Management

5 free lookup(s).

Eli Baker Location

Indianapolis, IN, US

Eli Baker Work

2016 - now Senior Wealth Advisor @ Sycamore Wealth Management
2012 - 2016 Portfolio Consultant @ Charles Schwab
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2011 - 2012 Associate Portfolio Consultant @ Charles Schwab
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2008 - 2011 Registered Representative - Regional Trading @ Charles Schwab

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Eli Baker Education

Xavier University
Bachelor of Arts (B.A.) (Political Science and Government)
2000 - 2004

Eli Baker Skills

Portfolio Management
Series 63
Hold Series 7

Hold Series 66
Tax Efficiency
Trading
Asset Management
Investments
Finance
Certified Financial Planner

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Eli Baker Summary

Eli Baker, based in Indianapolis, IN, US, is currently a Senior Wealth Advisor at Sycamore Wealth Management. Eli Baker brings experience from previous roles at Charles Schwab. Eli Baker holds a 2000 - 2004 Bachelor of Arts (B.A.) in Political Science and Government @ Xavier University. With a robust skill set that includes Portfolio Management, Series 63, Hold Series 7, Hold Series 66, Tax Efficiency and more. Eli Baker has 1 emails on RocketReach.

Eli Baker Emails

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@sycamorewealthmanagement.com

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Top Sycamore Wealth Management Employees

Jason Randlett

Certified Financial Planner at Sycamore Wealth Management

Indianapolis, IN, US
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Eli Baker

Senior Wealth Advisor at Sycamore Wealth Management

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