Ellen Baker Email & Phone Number
Founding Partner
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Ellen Baker Location
- New York, NY, US
Ellen Baker Work
- 2011 -now Founding Partner @ Baker Aurora LLC, MBA, CFP
- 2011 -now Managing Director @
- 2010 -2011 Wealth Advisor - CFP, MBA @
- 2008 -2010 Wealth Advisor - CFP, MBA @
- 2004 -2007 Vice President Private Banking, CFP, MBA @
- 1996 -2004 Financial Advisor, CFP, MBA @
- 1994 -1996 Vice President, CFP, MBA @ BEAR STEARNS ASSET MANAGMENT
- 1990 -1994 Director Private and Trust Banking, MBA, CFP @
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 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 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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