Marshall Baker Email & Phone Number
VP, Wealth Management Adviser @ Fidelity Investments
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Marshall Baker Location
- Bellevue, WA, US
Marshall Baker Work
- VP, Wealth Management Adviser @ (August 2014 - Present)
- National Sales Manager--PI Channel @ (February 2011 - August 2014)
- Vice President - Regional Planning Consultant @ (January 2007 - February 2011)
- VP - Regional Planning Consultant @ (January 2005 - December 2006)
- VP - Investment Consultant @ (September 2003 - December 2004)
- VP - Private Access Account Executive @ (January 1999 - September 2003)
- Financial Planning Consultant @ (June 1993 - January 1999)
Marshall Baker Education
- Seattle University
Master's degree (Finance, General)
1997-1999 - Brigham Young University
Bachelor of Arts (BA) (Economics)
1989-1993
Marshall Baker Skills
- Series 7
- Series 66
- Sales
- Banking
- Microsoft Office
- Account Management
- Marketing
- Investments
Marshall Baker Summary
- Marshall Baker, based in Bellevue, WA, US, is currently a VP, Wealth Management Adviser at Fidelity Investments. Marshall Baker brings experience from previous roles at Fidelity Charitable and Fidelity Investments. Marshall Baker holds a 1997 - 1999 Master's degree in Finance, General @ Seattle University. With a robust skill set that includes Series 7, Series 66, Sales, Banking, Microsoft Office and more. Marshall Baker has 1 emails and 1 mobile phone numbers on RocketReach.
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