James Baker Email & Phone Number

VP, Institution Success Management @ LPL Financial

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James Baker Location

Charlotte, NC, US

James Baker Work

2021 -now VP, Institution Success Management @
2020 -2021 VP, New Client Onboarding @
2016 -2020 VP, Growth Consultant - Institution Services @
2015 -2016 AVP New Client Onboarding @
2013 -2015 Assistant Division Director @
2012 -2013 Assistant Regional Supervisor @
2011 -2012 Advertising Compliance Specialist @
2008 -2011 Supervisor - Asset Managment Services Fee Department @
2003 -2007 Branch Manager @ US Bank
1999 -2003 Financial Center Manager @

James Baker 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 Skills

Banking
Financial Analysis
Investments
Investment Advisory Services
Management
Microsoft Office
Marketing
Marketing Strategy
Customer Service
Investment Advisory

James Baker Summary

James Baker, based in Charlotte, NC, US, is currently a VP, Institution Success Management at LPL Financial. James Baker brings 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 has 1 emails on RocketReach.

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