Ellen Baker Email & Phone Number
Founding Partner
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Ellen Baker Location
- New York, NY, US
Ellen Baker Work
- Founding Partner @ Baker Aurora LLC, MBA, CFP (July 2011 - Present)
- Wealth Advisor - CFP, MBA @ (January 2010 - January 2011)
- Wealth Advisor - CFP, MBA @ (January 2008 - January 2010)
- Vice President Private Banking, CFP, MBA @ (January 2004 - January 2007)
- Financial Advisor, CFP, MBA @ (January 1996 - January 2004)
- Vice President, CFP, MBA @ BEAR STEARNS ASSET MANAGMENT (January 1994 - January 1996)
- Director Private and Trust Banking, MBA, CFP @ (January 1990 - January 1994)
Ellen Baker Education
- NYU Stern School of Business
MBA (Finance)
Ellen Baker Skills
- Registered with FINRA and Licensed with a series, 7 and 66
- CFP
- Health and LIfe Insurance Licenses
- Licensing
- Life Insurance
- Investments
- Alternative Investments
- Certified Financial Planner
- FINRA
- Health
- Private Equity
- Hedge Funds
- Series 7
- Wealth Management
- Private Banking
- Asset Managment
- Estate Planning
- High Net Worth Individuals
- Risk Management
- Investment Strategies
- Asset Allocation
- Fund Of Funds
- Investment Management
- Wealth Management Services
- Asset Management
- Investment Banking
- Finance
- Mutual Funds
- Securities
- Retirement Planning
- Strategic Financial Planning
- Equities
- Series 63
- Investment Advisory
- Family Office
- Fixed Income
- Financial Services
- Strategy
- Relationship Management
- Banking
- Institutional Investments
- Financial Advisory
- Portfolio Management
- Capital Markets
- Wealth
- Capital
- Bonds
- Financial Planning
- Strategic Financial
- Health and Life
- 7 and 66
- Registered With Finra
- Marketing
- Certified Financial
- Institutional
- High Net Worth
- Customer Service
- Registered With Finra and Licensed With a Series
- Financial Analysis
Ellen Baker Summary
- Ellen Baker, based in New York, NY, US, is currently a Founding Partner at Baker Aurora LLC, MBA, CFP. Ellen Baker brings experience from previous roles at Lenox Advisors, Wealth Advisory Group LLC, TD BANK (FORMERLY COMMERCE BANK) and Morgan Stanley. Ellen Baker holds a MBA in Finance @ NYU Stern School of Business. With a robust skill set that includes Registered with FINRA and Licensed with a series, 7 and 66, CFP, Health and LIfe Insurance Licenses, Licensing, Life Insurance and more. Ellen Baker has 2 emails and 2 mobile phone numbers on RocketReach.
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