James Baker's Location
Charlotte, NC, US
James Baker's Work
- VP, Institution Services Relationship Management @ LPL Financial
- VP, New Client Onboarding @ LPL Financial
- VP, Growth Consultant - Institution Services @ LPL Financial
- AVP New Client Onboarding @ LPL Financial
- Assistant Division Director @ Raymond James
- Assistant Regional Supervisor @ Raymond James
- Advertising Compliance Specialist @ Raymond James
- Supervisor - Asset Managment Services Fee Department @ Raymond James
- Branch Manager @ US Bank
- Financial Center Manager @ BB&T
James Baker's Education
- Austin Peay State University
Masters of Science in Management (Management)
2004 - 2005 - Austin Peay State University
Bachelors of Business Administration (Finance and Financial Management Services)
1997 - 2001
James Baker's Skills
- Banking
- Financial Analysis
- Investments
- Investment Advisory Services
- Management
- Microsoft Office
- Marketing
- Marketing Strategy
- Customer Service
- Investment Advisory
James Baker's Summary
James Baker, based in Charlotte, NC, US, is currently a VP, Institution Services Relationship Management at LPL Financial, bringing experience from previous roles at LPL Financial and Raymond James Financial Inc.. James Baker holds a 2004 - 2005 Masters of Science in Management in Management @ Austin Peay State University. With a robust skill set that includes Banking, Financial Analysis, Investments, Investment Advisory Services, Management and more, James Baker contributes valuable insights to the industry. James Baker has 3 emails on RocketReach.
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