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)
- Managing Director @ (January 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
- Alternative Investments
- Alumni Affairs
- Asset Allocation
- Asset Management
- Asset Managment
- Asset-Based Lending
- Banking
- Bonds
- CFP
- Capital
- Capital Markets
- Certified Financial Planner
- Computer Literacy
- Customer Engagement
- Customer-Focused Selling
- Equities
- Estate Planning
- FINRA
- Family Office
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Income
- Fund Of Funds
- Fundraising
- Health
- Hedge Funds
- High Net Worth Individuals
- Institutional Investments
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Licensing
- Life Insurance
- Marketing
- Marketing Leadership
- Mergers & Acquisitions (M&A)
- Mutual Funds
- Opportunity Zone Investments
- Philanthropy
- Portfolio Management
- Private Banking
- Private Equity
- Real Estate Transactions
- Registered with FINRA and Licensed with a series, 7 and 66
- Relationship Development
- Relationship Management
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Strategic Marketing
- Strategy
- Team Motivation
- Venture Capital
- Wealth
- Wealth Management
- Wealth Management Services
- Health and LIfe Insurance Licenses
- Strategic Financial
- Health and Life
- 7 and 66
- Registered With Finra
- 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 Pickwick Capital Partners, Lenox Advisors, Wealth Advisory Group LLC and TD BANK (FORMERLY COMMERCE BANK). Ellen Baker holds a MBA in Finance @ NYU Stern School of Business. With a robust skill set that includes Alternative Investments, Alumni Affairs, Asset Allocation, Asset Management, Asset Managment and more. Ellen Baker has 2 emails and 2 mobile phone numbers on RocketReach.
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