James Baker Email & Phone Number
VP, Institution Success Management @ LPL Financial
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James Baker Location
- Charlotte, NC, US
James Baker Work
- VP, Institution Success Management @ (May 2021 - Present)
- VP, New Client Onboarding @ (September 2020 - April 2021)
- VP, Growth Consultant - Institution Services @ (July 2016 - September 2020)
- AVP New Client Onboarding @ (April 2015 - June 2016)
- Assistant Division Director @ (August 2013 - March 2015)
- Assistant Regional Supervisor @ (January 2012 - August 2013)
- Advertising Compliance Specialist @ (January 2011 - January 2012)
- Supervisor - Asset Managment Services Fee Department @ (January 2008 - January 2011)
- Branch Manager @ US Bank (March 2003 - May 2007)
- Financial Center Manager @ (May 1999 - March 2003)
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.
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