2005 -
now Wealth Manager and Partner @ Mustard Seed Wealth Management
2005 -
now Chief Financial Officer @ Peoples Bank of Magnolia
2020 -
now Book Author @ CFO Dad
2004 -
2004 Associate @ Kentucky Financial Group
Jonathan Baird Education
Southern Arkansas University
Business (Finance)
2009
-
2010
Southern Baptist Theological Seminary
MDiv (Christian Ministry)
2002
-
2005
The American College
Certified Financial Planning track (Financial Planning and Services)
2002
-
2003
Southern Arkansas University
Business (Marketing)
1998
-
2001
Jonathan Baird Skills
Project Management
Budgeting
Sales
Wealth Management
Investment Advisory
Retirement Plan Consulting
Insurance Advising
Microsoft Excel
Budgets
Financial Planning
Charitable Gift Strategies
Estate Planning
Retirement Planning
Finance
Equities
Investment Strategies
Tax Efficiency
Financial Analysis
Information Security
Information Technology
Portfolio Management
Foundation Asset Management
Business Development
Seminar Presentations
Microsoft Office
Strategic Financial Planning
Investments
Mutual Funds
Small Business
Risk Management
Wealth
Leadership
Financial Advisory
Jonathan Baird Summary
Jonathan Baird, based in Magnolia, AR, US, is currently a Wealth Manager and Partner at Mustard Seed Wealth Management. Jonathan Baird brings experience from previous roles at Peoples Bank of Magnolia, CFO Dad and Kentucky Financial Group. Jonathan Baird holds a 2009 - 2010 Business in Finance @ Southern Arkansas University. With a robust skill set that includes Project Management, Budgeting, Sales, Wealth Management, Investment Advisory and more. Jonathan Baird has 1 emails and 1 mobile phone numbers on RocketReach.
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