AeroLeads people directory · profile
Brian Baker, Caia Email & Phone Number
Capital Advisor
at
Blue Bridge Financial, Inc.
1 work email found
@hi-reit.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Capital Advisor
Location
Greater Houston, United States, United States
Company size
Who is Brian Baker, Caia? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brian Baker, Caia is listed as Capital Advisor at Blue Bridge Financial, Inc., a company with 17 employees, based in Greater Houston, United States, United States. AeroLeads shows a work email signal at hi-reit.com and a matched LinkedIn profile for Brian Baker, Caia.
Brian Baker, Caia previously worked as Vice President - Central Region at Triton Pacific Securities, Llc and Senior Vice President of Sales at Safeguard Asset Management. Brian Baker, Caia holds Bachelor Of Arts In University Studies, Financial Planning & Organizational Leadership from Texas Tech University.
Company email context
Email format at Blue Bridge Financial, Inc.
This section adds company-level context without repeating Brian Baker, Caia's masked contact details.
*@hi-reit.com
68% confidence
AeroLeads found 1 current-domain work email signal for Brian Baker, Caia. Compare company email patterns before reaching out.
Profile bio
About Brian Baker, Caia
An accomplished Senior Level Business Development Professional with extensive experience and a proven track record of new business development in the Financial Services Industry. Skilled in growing new business, servicing a broad client base, and marketing/selling a comprehensive product lineup including Alternative Investments, Private Placements, REITs, Mutual Funds, Separately Managed Accounts, ETF's and Variable Annuities.Specialties/skill set: Alternative Investment Specialist, External Wholesaling, New Business Development, Marketing, Client Service, Team Building, Portfolio Management, Financial Planning.Training: Chartered Alternative Investment Analyst (CAIA), Accredited Asset Management Specialist (AAMS), College of Financial PlanningPresenting for Results, Fusion, Top Gun: Advanced Presentation Skills, Sequoia Systems Licenses: FINRA Series 7, 63, and 65. NFA Series 3 and 30
Listed skills include Mutual Funds, Series 63, Series 7, Asset Allocation, and 18 others.
Current workplace
Brian Baker, Caia's current company
Company context helps verify the profile and gives searchers a useful next step.
Blue Bridge Financial, Inc.
12 roles · 27 years
Brian Baker, Caia work experience
A career timeline built from the work history available for this profile.
Vice President - Central Region
CurrentExternal Wholesaler Central Region - Triton Pacific Securities, LLC ("TPS") was established in January 2005 as the deal manager for Triton Pacific Capital Partners' investment programs and offerings distributed through broker dealers and RIAs. TPS is registered in 50 U.S. States and 2 Territories.
Nov 2023 - Present
Senior Vice President Of Sales
- Partnered with team to launch, market and to bring investors to the SafeGuard Funds, the Galaxy Plus and Galaxy Hedge managed account platform.
- Consult with RIA’s, Institutional Investors, Family Offices, Financial Advisors, Portfolio Managers on the implementation of a low correlating Alternative Investment strategy.
- Develop and implement a comprehensive marketing strategy for 3 mutual funds, 26 Commodity Trading Advisors and Hedge Funds on the platforms.
- Represent… Show more
- Represent SafeGuard/New Hyde Park at national and regional conferences and marketing events. Show less
Nov 2022 - Dec 2023
Regional Sales Director, Central Region
Jan 2022 - Nov 2022
Investment Advisor, Sr. Financial Planner
Legacy Asset Management
Worked with Legacy Asset Management clients to develop comprehensive Financial Plans and implement corresponding investments.
Dec 2020 - Feb 2022
Regional Vice President
Aug 2019 - Apr 2020
Vice President, Investment Consultant At Gabelli Funds
Apr 2017 - Aug 2019
Regional Vice President, External Wholesaler
As a Regional Vice President at Equinox Fund Management, I built relationships with Financial Advisors in Texas, Louisiana, Arkansas, Oklahoma, New Mexico, Arizona and Southern California. At Equinox we provided liquid Alternative Investment strategies to assist advisors and their clients build long term, successful portfolios. Achieved the highest sales.
Mar 2013 - Apr 2017
Regional Vice President, External Wholesaler
Hired to build a newly formed territory from the ground up covering Texas, Arkansas, Louisiana, and Oklahoma for Nationwide Funds. Held additional responsibility for in-depth Mutual Fund training and driving retail Mutual Fund production for eight Variable Annuity Wholesalers throughout the territory. Represented Nationwide Funds across all channels with a.
2010 - 2013
~3 yrs
Regional Sales Director, External Wholesaler
Rs Funds
Hired to build a new territory from the ground up covering Texas and Louisiana for RS Investments. Represented the RS Mutual Funds in the Wirehouse channel centered on building relationships with Merrill Lynch, Morgan Stanley Smith Barney, UBS, and Wells Fargo Financial Advisors. Developed strong and lasting relationships with Branch Managers, Sales.
2006 - 2010
~4 yrs
Regional Sales Liaison, Internal Wholesaler
-Regional Sales Liaison, 2004-2006Represented one of the industry’s most robust and comprehensive product lines throughout the Eastern half of the United States. Conducted sales presentations to groups ranging from 50 to 500 Financial Advisors attending regional and national sales meetings.Contributed to a 33% growth in sales with Ameriprise Financial and.
2001 - 2006
~5 yrs
Financial Advisor
Responsible for building and maintaining a client base and providing them with financial planning and investment advice. Offered a wide range of financial solutions including Stocks, Bonds, Mutual Funds, Variable Annuities, and Separately Managed Accounts. Garnered $15 million in new assets through prospecting and referral generation.Grew portfolio from.
1999 - 2001
~2 yrs
Team & coworkers
Colleagues at Blue Bridge Financial, Inc.
Other employees you can reach at tritonpacificsecurities.com. View company contacts for 17 employees →
JC
Joe Carmona
Colleague at Blue Bridge Financial, Inc.
Santa Monica, California, United States, United States
View →
AP
Anna P.
Colleague at Blue Bridge Financial, Inc.
Irvine, California, United States, United States
View →
JP
Jim Pagliaroli
Colleague at Blue Bridge Financial, Inc.
Miami, Florida, United States, United States
View →
GA
Grayson Anthony
Colleague at Blue Bridge Financial, Inc.
Dana Point, California, United States, United States
View →
Joe Carmona
Colleague at Blue Bridge Financial, Inc.
Santa Monica, California, United States, United States
View →
AP
Anna P.
Colleague at Blue Bridge Financial, Inc.
Irvine, California, United States, United States
View →
JP
Jim Pagliaroli
Colleague at Blue Bridge Financial, Inc.
Miami, Florida, United States, United States
View →
GA
Grayson Anthony
Colleague at Blue Bridge Financial, Inc.
Dana Point, California, United States, United States
View →
2 education records
Brian Baker, Caia education
Bachelor Of Arts In University Studies, Financial Planning & Organizational Leadership
Cfp - In Progress
FAQ
Frequently asked questions about Brian Baker, Caia
Quick answers generated from the profile data available on this page.
What company does Brian Baker, Caia work for?
Brian Baker, Caia works for Blue Bridge Financial, Inc..
What is Brian Baker, Caia's role at Blue Bridge Financial, Inc.?
Brian Baker, Caia is listed as Capital Advisor at Blue Bridge Financial, Inc..
What is Brian Baker, Caia's email address?
AeroLeads has found 1 work email signal at @hi-reit.com for Brian Baker, Caia at Blue Bridge Financial, Inc..
Where is Brian Baker, Caia based?
Brian Baker, Caia is based in Greater Houston, United States, United States while working with Blue Bridge Financial, Inc..
What companies has Brian Baker, Caia worked for?
Brian Baker, Caia has worked for Blue Bridge Financial, Inc., Triton Pacific Securities, Llc, Safeguard Asset Management, Hartman Income Reit, and Legacy Asset Management.
Who are Brian Baker, Caia's colleagues at Blue Bridge Financial, Inc.?
Brian Baker, Caia's colleagues at Blue Bridge Financial, Inc. include Joe Carmona, Anna P., Jim Pagliaroli, and Grayson Anthony.
How can I contact Brian Baker, Caia?
You can use AeroLeads to view verified contact signals for Brian Baker, Caia at Blue Bridge Financial, Inc., including work email, phone, and LinkedIn data when available.
What schools did Brian Baker, Caia attend?
Brian Baker, Caia holds Bachelor Of Arts In University Studies, Financial Planning & Organizational Leadership from Texas Tech University.
What skills is Brian Baker, Caia known for?
Brian Baker, Caia is listed with skills including Mutual Funds, Series 63, Series 7, Asset Allocation, Alternative Investments, Series 65, Retirement Planning, and Wealth Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial