Bryan Baker

Bryan Baker Email and Phone Number

VP, Financial Consultant @ Charles Schwab
san francisco, california, united states
Bryan Baker's Location
Atlanta, Georgia, United States, United States
About Bryan Baker

Bryan Baker is a VP, Financial Consultant at Charles Schwab. They is proficient in Spanish.

Bryan Baker's Current Company Details
Charles Schwab

Charles Schwab

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VP, Financial Consultant
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Bryan Baker Work Experience Details
  • Charles Schwab
    Vp, Financial Consultant
    Charles Schwab Nov 2022 - Present
    Buckhead, Georgia, United States
    - Ranked #1 in the branch during first full year in the role- Maintained 100% customer satisfaction score throughout tenure- Awarded Chairman's Award for excellence across all measured metricsResponsibilities included:* Serving existing clients and acquiring new ones* Comprehensive financial planning* Identifying client needs and collaboratively developing solutions for financial freedom and success
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  • Charles Schwab
    Vice President - Financial Consultant
    Charles Schwab Nov 2021 - Mar 2024
    View
  • Charles Schwab
    Associate Financial Consultant
    Charles Schwab Jan 2020 - Oct 2022
    Sandy Springs, Georgia, United States
    - Ranked in top 20% nationwide across all metrics- Achieved #4 position nationally in financial resource enrollments- Maintained 100% customer satisfaction- Successfully guided clients through the pandemic with financial planning and investment advice- Promoted based on exceptional performance, client feedback, and cultural contributions
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  • Charles Schwab
    Associate Financial Consultant
    Charles Schwab Jan 2020 - Nov 2021
    Atlanta, Georgia
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  • Charles Schwab
    Client Relationship Specialist
    Charles Schwab May 2019 - Dec 2020
    Buckhead, Georgia, United States
    - Provided in-branch guidance and service to walk-in clients- Rapidly promoted due to positive client and co-worker feedback, learning agility, and efficient service
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  • Charles Schwab
    Customer Relations Specialist
    Charles Schwab May 2019 - Jan 2020
    Atlanta, Georgia
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  • Charles Schwab
    Retirement Services Associate
    Charles Schwab May 2017 - May 2019
    Richfield, Ohio
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  • Charles Schwab
    Retirement Plan Services Associate
    Charles Schwab May 2017 - May 2019
    Richfield, Ohio, United States
    - Assisted 401(k) plan participants with inquiries and plan optimization- Achieved lowest company-wide downtime between calls in 2018- Enhanced team culture through organizing events and leading meetings- Received "Proficient" award for client education and efficiency
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Bryan Baker Education Details

Frequently Asked Questions about Bryan Baker

What company does Bryan Baker work for?

Bryan Baker works for Charles Schwab

What is Bryan Baker's role at the current company?

Bryan Baker's current role is VP, Financial Consultant.

What schools did Bryan Baker attend?

Bryan Baker attended Ashland University.

Who are Bryan Baker's colleagues?

Bryan Baker's colleagues are Melissa Yadao, Dunhui(Adam) Z., Kyle Evans, Venkateshwarlu Mallam, William Bell, Dusty Baker, Marina Von Muldau.

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