James Baker Email & Phone Number
VP, Institution Success Management @ LPL Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
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 and 1 mobile phone numbers on RocketReach.
Looking for a different James Baker?
Find contact details for 700 million professionals.
Others Named James Baker
James Baker
President Agri-Food
Mississauga, ON, CA
James B.eng
Co-Founder
Melbourne, VIC, AU
James Baker
Chief Financial Officer
Fresno, CA, US
James Baker
CEO
Ottawa, ON, CA
James Baker
Chief Executive Officer
Miami, FL, US
James Baker
Managing Director
Germany
James Baker
Co-Founder
London, GB
James Baker
Co-Founder
Brockton, MA, US
Top LPL Financial Employees
Don Link
President 973 845-6667 and 844 366 5465
Westfield, NJ, US
Maggie Medina
CEO and President, MCM Wealth Advisors, Inc.
San Diego, CA, US
Joe Lanser
Executive Vice President - Head of FP and A
San Diego, CA, US
Anh Sisouvanh
Vice President, Ops conversions and integrations
San Diego, CA, US
Richard Keltner
Vice President, Tax Innovation
San Diego, CA, US
Amy Difrancesco
Vice President, Sales Readiness
San Diego, CA, US
Joe Pannarale
President and CEO at Diversified Wealth Solutions, LLC
Highland, IN, US
Blain Bogar
President and Wealth Management Advisor
Las Vegas, NV, US
Clyde French
President
Shreveport, LA, US
Emily Field
Chief People Officer
San Diego, CA, US
Matt Audette
President and Chief Financial Officer
New York, NY, US
Rich Steinmeier
Chief Executive Officer
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co