Bryan Baker
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Bryan Baker Email & Phone Number

VP, Financial Consultant at Charles Schwab
Location: Atlanta, Georgia, United States 8 work roles 1 school
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Current company
Role
VP, Financial Consultant
Location
Atlanta, Georgia, United States
Company size

Who is Bryan Baker? Overview

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Quick answer

Bryan Baker is listed as VP, Financial Consultant at Charles Schwab, a with 20505 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Bryan Baker.

Bryan Baker previously worked as Vice President - Financial Consultant at Charles Schwab and Associate Financial Consultant at Charles Schwab. Bryan Baker holds Bachelor'S Degree, Early Chidlhood Education from Ashland University.

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Charles Schwab

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Profile bio

About Bryan Baker

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

Current workplace

Bryan Baker's current company

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Charles Schwab
Charles Schwab
VP, Financial Consultant
san francisco, california, united states
Website
Employees
20505
AeroLeads page
8 roles

Bryan Baker work experience

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Vp, Financial Consultant

Current

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

Nov 2022 - Present

Vice President - Financial Consultant

Nov 2021 - Mar 2024

Associate Financial Consultant

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

Jan 2020 - Oct 2022

Associate Financial Consultant

Atlanta, Georgia

Jan 2020 - Nov 2021

Client Relationship Specialist

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

May 2019 - Dec 2020

Customer Relations Specialist

Atlanta, Georgia

May 2019 - Jan 2020

Retirement Services Associate

Richfield, Ohio

May 2017 - May 2019

Retirement Plan Services Associate

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

May 2017 - May 2019
Team & coworkers

Colleagues at Charles Schwab

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1 education record

Bryan Baker education

FAQ

Frequently asked questions about Bryan Baker

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What company does Bryan Baker work for?

Bryan Baker works for Charles Schwab.

What is Bryan Baker's role at Charles Schwab?

Bryan Baker is listed as VP, Financial Consultant at Charles Schwab.

Where is Bryan Baker based?

Bryan Baker is based in Atlanta, Georgia, United States while working with Charles Schwab.

What companies has Bryan Baker worked for?

Bryan Baker has worked for Charles Schwab.

Who are Bryan Baker's colleagues at Charles Schwab?

Bryan Baker's colleagues at Charles Schwab include Silent Silent, Lauren Adkison, Rachel Harris, Judy Phu, and John Kang.

How can I contact Bryan Baker?

You can use AeroLeads to view verified contact signals for Bryan Baker at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Bryan Baker attend?

Bryan Baker holds Bachelor'S Degree, Early Chidlhood Education from Ashland University.

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