Jeffrey Baker Email & Phone Number
Senior Vice President @ First Trust Capital Management L.P.
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Jeffrey Baker Location
- Dallas, TX, US
Jeffrey Baker Work
- 2025 -now Senior Vice President @
- 2019 -2025 Vice President @
- 2017 -2018 Director Of Portfolio Strategies @
- 2011 -2017 Vice President @
- 2009 -2011 Regional Consultant @
- 2005 -2009 Internal Sales Consultant @ Van Kampen Investments
Jeffrey Baker Education
- Indiana University - Kelley School of Business 2001-2005
Jeffrey Baker Skills
- Series 63
- Mutual Funds
- Investment Strategies
- Series 6
- Series 7
- Alternative Investments
- Asset Allocation
- ETFs
- Asset Management
- Equities
- Separately Managed Accounts
- Fixed Income
- Wealth Management
- Investment Advisory
- Unit Investment Trusts
- Investments
- Retirement Planning
Jeffrey Baker Summary
- Jeffrey Baker, based in Dallas, TX, US, is currently a Senior Vice President at First Trust Capital Management L.P.. Jeffrey Baker brings experience from previous roles at First Trust, Brookmont Capital Management, LLC and Goldman Sachs. Jeffrey Baker holds a 2001 - 2005 Indiana University - Kelley School of Business. With a robust skill set that includes Series 63, Mutual Funds, Investment Strategies, Series 6, Series 7 and more. Jeffrey Baker has 1 emails and 2 mobile phone numbers on RocketReach.
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Top First Trust Capital Management L.P. Employees
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Jennifer Schmidt
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Meredith Weeks
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