Kristi Baker Email & Phone Number
Managing Partner
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Kristi Baker Location
- Indianapolis, IN, US
Kristi Baker Work
- Managing Partner @ CSi Advisory Services (September 1993 - Present)
- President @ (September 1993 - Present)
- Account Executive @ (June 1991 - July 1993)
Kristi Baker Education
- Illinois Wesleyan University
Bachelor's degree (Finance and Insurance)
1987-1991 - Lawrence Central High School 1983-1987
Kristi Baker Skills
- 401(k) Retirement Savings Plans
- 401k
- 403 b
- Asset Allocation
- Benefits Administration
- Defined Benefit
- Disability Insurance
- Employee Benefits
- Financial Services
- Fixed Annuities
- Health Insurance
- Insurance
- Investments
- Life Insurance
- Mutual Funds
- Pensions
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Securities
- Series 6
- Series 7
- Small Business
- Term Life Insurance
- Wealth Management
- Leadership
- Accounting
- Business Development
- Strategy
- Microsoft Excel
- Project Management
- Research
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Kristi Baker Summary
- Kristi Baker, based in Indianapolis, IN, US, is currently a Managing Partner at CSi Advisory Services. Kristi Baker brings experience from previous roles at Compensation Systems, Inc. and Arthur J. Gallagher and Co.. Kristi Baker holds a 1987 - 1991 Bachelor's degree in Finance and Insurance @ Illinois Wesleyan University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, 403 b, Asset Allocation, Benefits Administration and more. Kristi Baker has 1 emails and 1 mobile phone numbers on RocketReach.
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