Jim Baratta Email & Phone Number
Vice President - Senior Financial Advisor @ Merrill Edge
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Jim Baratta Location
- Pennington, NJ, US
Jim Baratta Work
- Vice President - Senior Financial Advisor @ (February 2022 - Present)
- Director - Fixed Income Sales @ (June 2011 - February 2022)
- VP - Fixed Income Sales @ (May 2010 - June 2011)
- VP-Fixed Income Sales @ FTN Financial (January 2005 - December 2010)
- VP - Fixed Income Sales @ (January 2000 - January 2005)
- AVP-Fixed Income Sales @ Spear, Leeds & Kellogg, L.P. (July 1997 - January 2000)
Jim Baratta Education
- West Chester University of Pennsylvania
BA (Finance)
1993-1997
Jim Baratta Skills
- Investments
- Finance
- Fixed Income
- Bonds
- Series 63
- Hedge Funds
- Securities
- Equities
- Portfolio Management
- Mortgage Lending
- Capital Markets
- Alternative Investments
- Financial Markets
- Trading
- Bloomberg
- Finra
- Series 7
- Consultative Selling
- Trusted Business Advisor
- Customer Relationship Management (CRM)
- Client Relations
- Financial Services
- Long Term Relationship Building
- Self-directed Learning
- Pre-sales
- Business Planning
Jim Baratta Summary
- Jim Baratta, based in Pennington, NJ, US, is currently a Vice President - Senior Financial Advisor at Merrill Edge. Jim Baratta brings experience from previous roles at Cantor Fitzgerald, Susquehanna International Group, LLP (SIG), FTN Financial and Goldman Sachs. Jim Baratta holds a 1993 - 1997 BA in Finance @ West Chester University of Pennsylvania. With a robust skill set that includes Investments, Finance, Fixed Income, Bonds, Series 63 and more. Jim Baratta has 1 emails and 2 mobile phone numbers on RocketReach.
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