Sarah Baker Email & Phone Number
Senior Financial Planner @ Mason Investment Advisory Services, Inc.
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Sarah Baker Location
- McLean, VA, US
Sarah Baker Work
- 2021 -now Senior Financial Planner @
- 2019 -2021 Director, Client Advisor @
- 2017 -2019 Senior Manager, Client Advisor @
- 2017 -2017 Private Wealth Advisor @
- 2006 -2017 Private Wealth Advisor @
- 2004 -2006 Retirement Specialist @
Sarah Baker Education
- West Virginia University
BSBA (Finance)
2000-2004
Sarah Baker Skills
- Financial Planning
- Investments
- Asset Management
- Wealth Management
- Estate Planning
- Retirement
- Financial Analysis
- Project Management
- Sales
- Strategic Planning
- Public Speaking
- Microsoft Office
Sarah Baker Summary
- Sarah Baker, based in McLean, VA, US, is currently a Senior Financial Planner at The Mason Companies. Sarah Baker brings experience from previous roles at Sullivan Bruyette Speros & Blayney, Ronald Blue Trust and Ronald Blue & Co.. Sarah Baker holds a 2000 - 2004 BSBA in Finance @ West Virginia University. With a robust skill set that includes Financial Planning, Investments, Asset Management, Wealth Management, Estate Planning and more. Sarah Baker has 2 emails and 1 mobile phone numbers on RocketReach.
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