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Matthew Baker Location
United States
Matthew Baker Work
2026 -now Group Vice President - Investment Counsellors @
2024 -2026 Director and Chief Compliance Officer @
2022 -2025 Director of Client Service and Financial Advice @
2018 -2022 Group Vice President of Private Client Advice @
2015 -2018 Financial Planning Team Leader and Head of Financial Planning @
2012 -2015 Financial Planning Analyst @
2009 -2012 Financial Planning Associate @
2007 -2008 Intern @
Matthew Baker Education
Loughborough University
Economics and Business (Hall Chair)
2005-2009
Oundle School 2000-2005
Matthew Baker Skills
Financial Planning
Investments
Portfolio Management
Retirement Planning
Wealth
Asset Management
Leadership
Microsoft Office
Sales
Business Development
Finance
Financial Analysis
Analysis
Business Analysis
Strategy
Marketing
Matthew Baker Summary
Matthew Baker, based in United States, is currently a Group Vice President - Investment Counsellors at Fisher Investments. Matthew Baker brings experience from previous roles at Fisher Investments Europe Limited and Fisher Investments UK. Matthew Baker holds a 2005 - 2009 Economics and Business in Hall Chair @ Loughborough University. With a robust skill set that includes Financial Planning, Investments, Portfolio Management, Retirement Planning, Wealth and more. Matthew Baker has 2 emails on RocketReach.
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