Timothy Baker Email & Phone Number
Founder and CEO @ Wealthshape LLC
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Timothy Baker Location
- Windsor, CT, US
Timothy Baker Work
- Founder and CEO @ (January 2015 - Present)
- Investment Director, Financial Advisor @ Asset Strategies (December 2013 - September 2015)
- Regional Vice President @ 3D Asset Management (October 2012 - December 2013)
- Regional Consultant @ (May 2007 - October 2012)
- Financial Advisor @ (January 2005 - January 2007)
- Producer (Marketing and Promotions) @ (January 2002 - January 2005)
Timothy Baker Education
- College for Financial Planning 2010-2012
- Southern Connecticut State University
MBA (Finance)
2004-2007 - Southern Connecticut State University
Business (Marketing)
2000-2004
Timothy Baker Skills
- Retirement
- Portfolio Management
- Investments
- Financial Planning
- Investment Advisory
- Investment Management
- Retirement Planning
- Risk Management
- Wealth Management
- Asset Allocation
- Marketing
- Mutual Funds
- Strategic Financial Planning
- Financial Advisory
- Finance
- Business Strategy
- Video Production
- Strategy
- Financial Analysis
Timothy Baker Summary
- Timothy Baker, based in Windsor, CT, US, is currently a Founder and CEO at Wealthshape LLC. Timothy Baker brings experience from previous roles at Asset Strategies, 3D Asset Management, Symmetry Partners and Prudential Financial. Timothy Baker holds a 2010 - 2012 College for Financial Planning. With a robust skill set that includes Retirement, Portfolio Management, Investments, Financial Planning, Investment Advisory and more. Timothy Baker has 2 emails and 1 mobile phone numbers on RocketReach.
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