Frederick Baker Email and Phone Number

Strong Capital Markets provides investment banking services to a broad-based group of clients. The firm was founded in March of 2021. We are a member of FINRA and registered with the SEC in March of 2022. We are excited to embark on our venture, with an experienced team of financial service professionals, to work with passionate founders and companies that are seeking to build and grow their businesses.Our team guides clients through our banking process. We concentrate on their capital raise, while offering them an expansive view of their sector and the broader market so that they can see the bigger picture. Strong Capital Markets focuses on helping private companies and funds gain access to capital and think about their future financing needs.

GLM West is a financial technology and consulting company with both a services arm and a proprietary software solution - Compass. Compass is designed for asset managers and asset allocators, but is uniquely suited for any firm with a high need for information security.

St. Nicks is a non-profit that focuses on housing and the development of people through training and education. Crossing the four-year mark, my biggest accomplishments have been very successfully managing covid, turning around this department, more than tripling the number of clients, exceeding goals in placement and retention, and working across departments to help ensure that others exceed their goals.

I was responsible for training & development of all new field agents and field managers for the NY region of Colonial Life, a division of the Unum Insurance Group, and for the management of the sales team.I personally recruited, trained, and led the sales team, in the classroom and most often in the field. I leveraged my experience in sales and sales management to improve existing client relationships, gain new clients, and helped people to do the same.I'm proud to say that in the 2017-2018 period, the sales team experienced 45% growth.

As an independent consultant, I worked with major firms to help advance their sales goals, unlock latent value, recover lost clients, and build their organization to higher levels and greater profitability.

The core value of investor services at Source Capital is to offer sound, independent advice to help investors achieve their overall, long-term financial goals. Whether it is an early retirement plan, or saving for upward-spiraling college costs, I offered comprehensive wealth management planning tailored to each investor's needs.

10+ years of focus on investing in MBS & CMBS, corporate bonds, preferred and common stocks of depressed, restructured, and event driven entities.

Bonddesk was an on-line electronic trading system for fixed income; since sold to Tradeweb. It had live and executable two-sided markets, and by some measures was the largest platform by trades and trade volume. We focused on Corporates and Municipals, with some MBS. I generated dozens of new accounts in a very short span of time; long-term (but unrealized) potential would have been huge.

Bonds.com was a finance technology company that aggregated 50+ dealers into 15,000 levels in IG Corporate Bonds, Municipals, and CMBS/MBS. Users of this no-fee system could shop the levels, point-click-buy using DVP, or offer their securities into the system. In the 4+ years I was there, I opened literally hundreds of new accounts for firms large and small.

Institutional sales, with clients among HNW individuals, local and regional businesses, endowments, and charitable foundations. These accounts are primarily cash management & short-term investments, with some medium- and long-term investments as needed in fixed income or equities. I pioneered MBS and whole-loan mortgage transactions, successfully porting over some of the best practices of ABN in both internal sales development and client management to Comerica.

Responsible for business development & deal-flow for private equity acquisitions. Led business generation through extensive contact of potential sources for acquisition opportunities. Discovery led to rapid and thorough financial and personnel analysis, evaluation of the opportunity for long-term potential, and fitness within the firm’s existing holdings. Although deals selected for acquisition were handed off to a specific deal team, involvement and ongoing relationship development with the client/target remained. Over the term, 2 deals brought to completion.

As part of a 3-man desk, executed on over $25 billion par of ABN’s mortgage production, across the spectrum of mortgage products. Additionally responsible for pricing models, cohort analysis and prepayment research. Led the sales team through proprietary, sales–focused research for the team and their clients. Collaborated extensively with other units of ABN to develop several new mortgage products, engage in Six Sigma projects, and streamline the ‘last-link’ in mortgage processing to accelerate the Capital Markets groups’ sales and trading. Additionally, developed a Microsoft Access–based trade blotter and reporting system that improved sales efforts. Initially on the sales side, I acted as a Regional Sales Manager, with responsibility for more than 100 small– and mid –tier banks, (< 20 billion assets) opened dozens new accounts, created 50+ whole loan, bank-to-bank trades and added nearly $1mm to firm revenue in first full year; and expanded dramatically after that.

Participated in all aspects of the investment process including selecting companies and sectors; investigating of market leaders; researching economic factors, company analysis and interviewing management. Advised senior management on new business developments and strategies. Assisted marketing department in client acquisition and retention through tailored presentations, the quarterly letter to clients and comparative performance evaluations. Concentration on European equities and global distressed debt.