Allyson Baker Email and Phone Number
Allyson Baker work email
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Allyson Baker personal email
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Experienced Financial Representative with a demonstrated history of working in the Financial Services industry. Skilled in Communication, Organization Skills, and holds Series 7, 63, and 66 licenses. I am an efficient, creative, and highly personable individual focused on empowerment and development.
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Assistant Vice President, Financal Solutions AdvisorBank Of America Sep 2021 - PresentCharlotte, Nc, UsI am dual employed by both Bank of America and Merrill. I work with clients up to $3million providing financial planning and guidance. I also directly supporting our Private Bank Advisors, and their clients with $3million + in assets and loans with us, on needs outside of the Private Bank Platform.
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Workplace Planning ConsultantFidelity Investments Aug 2020 - Jan 2022Boston, Ma, UsI am working as an adviser with our workplace team helping clients with retirement planning and investment guidance to reach their overall financial goals. -
Investment Solutions RepresentativeFidelity Investments Sep 2019 - Aug 2020Boston, Ma, Us
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Financial Representative Full TraderFidelity Investments Sep 2018 - Sep 2019Boston, Ma, Us
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Financial AssociateFidelity Investments Jun 2017 - Sep 2018Boston, Ma, Us
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Independent ContractorEducation At Work Oct 2016 - Jun 2017Tempe, Arizona, UsI was a student worker paired with an industry leading Financial firm where I went full time after graduation
Allyson Baker Skills
Allyson Baker Education Details
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Northern Kentucky UniversityFrench Language And Literature
Frequently Asked Questions about Allyson Baker
What company does Allyson Baker work for?
Allyson Baker works for Bank Of America
What is Allyson Baker's role at the current company?
Allyson Baker's current role is AVP, Financial Solutions Advisor at Bank of America.
What is Allyson Baker's email address?
Allyson Baker's email address is al****@****fmr.com
What schools did Allyson Baker attend?
Allyson Baker attended Northern Kentucky University.
What skills is Allyson Baker known for?
Allyson Baker has skills like Series 63, Hold Series 7, Communication, Organization Skills, Financial Assistance.
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