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Deborah Baker, Cfp is listed as Vice President and Senior Financial Planner - The National Bank of Indianapolis at The National Bank of Indianapolis, a company with 273 employees, based in Greater Indianapolis, United States, United States. AeroLeads shows a work email signal at stifel.com and a matched LinkedIn profile for Deborah Baker, Cfp.
Deborah Baker, Cfp previously worked as Vice President and Senior Financial Planner at The National Bank Of Indianapolis and Senior Operations Specialist at Cooke Financial Group. Deborah Baker, Cfp holds Bachelor Of Arts - Ba, Economics from University Of Notre Dame.
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AeroLeads found 1 current-domain work email signal for Deborah Baker, Cfp. Compare company email patterns before reaching out.
An accomplished and talented professional with a comprehensive background in investments and financial services, including Financial Planning. Extensive experience with high-net worth clients. Ability to multi-task and thrive in a fast-paced environment.Leadership | Organization | Communication SkillsEmail: dabaker86@outlook.comCORE COMPETENCIES>Training, Mentoring>Problem Solving>Interpersonal Skills>Procedures DevelopmentACCOMPLISHMENTS>Cultivated and assigned specific tasks for efficient operations to better serve clients and advisors.>Achieved consolidation of roles through re-allocation of duties, thus reducing overall office costs.>Developed and maintained compliant procedures for high-producing retail office.Contact me for opportunities at: dabaker86@outlook.com or 317/260-1261
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United States
Manage financial planning processes/services for The National Bank of Indianapolis, and coordinate with other departments within the bank on matters of financial planning including policy, procedures and implementation. Work with clients to provide high-quality plans and to assess and review current financial situation and discuss future goals.
Indiana, United States
Creation and presentation of client Financial Plans; oversight of exception and complex operational processing; supervision and oversight of compliance issues including Reg BI. Reviewed and tracked outside investments including alternative investments, annuities, and 529 Plans.
Indianapolis, Indiana Area
Oversaw one of the highest-producing retail brokerage offices in the US, with a team of four financial advisors managing/consulting on $7+ billion in assets and a support staff of 30+ employees. Was instrumental in team conversion from one firm to another as well as a physical office relocation. Hired, on-boarded, reviewed and terminated employees..
Other employees you can reach at nbofi.com. View company contacts for 273 employees →
Caitlin Springs
Colleague at The National Bank Of IndianapolisUnited States, United States
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CM
Cali Myers
Colleague at The National Bank Of IndianapolisGreater Indianapolis, United States
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KR
Kerry Ritzler
Colleague at The National Bank Of IndianapolisIndianapolis, Indiana, United States, United States
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SG
Sandra G.
Colleague at The National Bank Of IndianapolisIndianapolis, Indiana, United States, United States
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JB
Jeremiah B.
Colleague at The National Bank Of IndianapolisIndianapolis, Indiana, United States, United States
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DD
Della Dietz
Colleague at The National Bank Of IndianapolisNoblesville, Indiana, United States, United States
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JP
Jennifer Phillips
Colleague at The National Bank Of IndianapolisMuncie, Indiana, United States, United States
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KT
Kathy Teeters
Colleague at The National Bank Of IndianapolisUnited States, United States
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TM
Todd Musser
Colleague at The National Bank Of IndianapolisIndianapolis, Indiana, United States, United States
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AD
Asfar Durdana
Colleague at The National Bank Of IndianapolisPlainfield, Indiana, United States, United States
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Quick answers generated from the profile data available on this page.
Deborah Baker, Cfp works for The National Bank of Indianapolis.
Deborah Baker, Cfp is listed as Vice President and Senior Financial Planner - The National Bank of Indianapolis at The National Bank of Indianapolis.
AeroLeads has found 1 work email signal at @stifel.com for Deborah Baker, Cfp at The National Bank of Indianapolis.
Deborah Baker, Cfp is based in Greater Indianapolis, United States, United States while working with The National Bank of Indianapolis.
Deborah Baker, Cfp has worked for The National Bank Of Indianapolis, Cooke Financial Group, Stifel Financial Corp., and Natcity Investments.
Deborah Baker, Cfp's colleagues at The National Bank of Indianapolis include Caitlin Springs, Cali Myers, Kerry Ritzler, Sandra G., and Jeremiah B..
You can use AeroLeads to view verified contact signals for Deborah Baker, Cfp at The National Bank of Indianapolis, including work email, phone, and LinkedIn data when available.
Deborah Baker, Cfp holds Bachelor Of Arts - Ba, Economics from University Of Notre Dame.
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