Deann Baker Email and Phone Number

Assist the CEO and CFO in the day-to-day running of the business.Initiate and manage a wide variety of critical client transactions with custodians and with other major investment firms.Managing casework and reports for a client’s appointment.Assist with scheduling.Provide excellent service for clients: Working directly with client on any issue or question they might have. Demonstrate proficiency in using the technology needed to support the operations and AIA (e.g., Sharepoint, Morningstar, E-Money, Allocation Master, MS Office, etc).Manage business operations tasks such as processing monthly fee, billing clients, client follow-up, quarterly reports, team building, daily downloads, scanning, daily printing of trade blotters

Currently own this used car dealership/renting U-Haul business with my husband - Todd Baker - who runs the day to day operations. I handle the financials of the business. We have cars $2,000 to $6,000 with financing available with reputable firms.Also rent out U-Haul equipment.

Talked with customers by telephone asking for payment status. Made calls of 130-160 while being on the phone for over 6:15 minutes a day.Documented conversations with the customer on our new Workbench system.Reduced day sales outstanding and bad debt write-offs.Helped determine reasons for overdue payments and or under payments and help work out a solution.

Worked independently from home and as a team member by phone and meetings.Assisted the Director of Operations in the day-to-day running and supervision of operations, assist with administration duties working with the CEO.Initiated and managed a wide variety of critical client transactions with custodians (e.g., Schwab, Fidelity Investments, etc) and with other major investment firms.Managed casework and reports for a client’s appointment.Handled all of the scheduling for Alpha Investment Advisor clients.Provided excellent service for clients: Tracked of clients and their appointments as I do a monthly Activity list for the clients. Handled all AIA phone calls. Worked directly with client on any issue or question they might have. Demonstrated proficiency in using the technology needed to support the operations and AIA (e.g., Sharepoint, Morningstar, E-Money, Allocation Master, MS Office, etc).Managed business operations tasks such as processing monthly fee, billing clients, client follow-up, quarterly reports, team building, daily downloads, scanning, daily printing of trade blotters.

Assisted the Director of Operations in the day-to-day running and supervision of operations, assist with administration duties working with the Partners of the firm.Initiated and managed a wide variety of critical client transactions with custodians (e.g., Schwab, Fidelity Investments, etc) and with other major investment firms.Reconciled client account information (confirming statements are accurate, interacting with data providers to assure information is accurate).Provided excellent service for clients: conducted research and prepared reports for client accounts, prepared package of materials used in client-advisor meetings, and handled routine client inquiries accurately and efficiently.Demonstrated a clear understanding of applicable compliance, licensing, and commission matters. Demonstrated proficiency in using the technology needed to support the operations (e.g., QuickBooks, Junxure, Black Diamond, MS Office, etc).Managed business operations tasks such as processing monthly fee, billied hourly clients, scheduled client follow-up, client follow-up, quarterly reports, team building, daily downloads, scanning, daily printing of trade blotters, and maintain company website.