James Baker Email & Phone Number
VP, Institution Services Relationship Management @ LPL Financial
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James Baker Location
- Charlotte, NC, US
James Baker Work
- 2021 - now VP, Institution Services Relationship 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 Services Relationship 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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