Jeff Baker Email & Phone Number
President @ Money Concepts
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Jeff Baker Location
- Montgomery, TX, US
Jeff Baker Work
- 2021 -now President @
- 2014 -now President @
- 2014 -2014 President @ Money Concepts Capital
- 2010 -2014 President @
- 2005 -2010 Money Concepts IAR @ Union Savings and Loan
Jeff Baker Education
- Ball State University
Master of Arts (MA)
- University of Indianapolis
BS
Jeff Baker Skills
- Portfolio Management
- Fixed Income
- Equities
- Investments
- Wealth Management
- Series 7
- Retirement
- Life Insurance
- Customer Service
- 401k Rollovers
- Team Building
- Business Strategy
- 401k Retirement Savings Plans
- Risk Management
- Microsoft Excel
- Management
- 401 Retirement Savings Plans
- 401 Plans
- 401 Plans/Pension Plans
Jeff Baker Summary
- Jeff Baker, based in Montgomery, TX, US, is currently a President at Money Concepts. Jeff Baker brings experience from previous roles at Money Concepts, Money Concepts Capital and Union Savings and Loan. Jeff Baker holds a Master of Arts (MA) @ Ball State University. With a robust skill set that includes Portfolio Management, Fixed Income, Equities, Investments, Wealth Management and more. Jeff Baker has 1 emails and 1 mobile phone numbers on RocketReach.
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