James K. Baird

James K. Baird Email and Phone Number

Associate Wealth Management Advisor at Houston Financial @ Houston Financial
James K. Baird's Location
Oklahoma City, Oklahoma, United States, United States
James K. Baird's Contact Details

James K. Baird work email

James K. Baird personal email

n/a
About James K. Baird

Performance-driven Financial Leader and Instructor with experience building client relationships in the financial planning industry by utilizing an extensive knowledge of financial markets, trends, and communicating complex financial concepts in understandable terms.Financial Planning: Provided comprehensive financial planning to employees of both public and private corporations.Relationship Development: Advised clients on retirement plans utilizing knowledge of tax and investment strategies, securities, insurance, and pension plans.Accounting and Financial Management: Supervised accountants in the preparation of financial statements, accounts receivables, and accounts payables.

James K. Baird's Current Company Details
Houston Financial

Houston Financial

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Associate Wealth Management Advisor at Houston Financial
James K. Baird Work Experience Details
  • Houston Financial
    Associate Wealth Management Advisor
    Houston Financial Jan 2021 - Present
    View
  • Southern Nazarene University
    Adjunct Professor
    Southern Nazarene University Aug 2014 - Present
    Bethany, Ok, Us
    College of Professional & Graduate Studies
    View
  • Mid-America Christian University
    Adjunct Professor
    Mid-America Christian University Aug 2011 - Present
    Oklahoma City, Ok, Us
    College of Adult & Graduate Studies
    View
  • Td Ameritrade
    Senior Financial Consultant
    Td Ameritrade Jan 2020 - Jan 2021
    Omaha, Ne, Us
    View
  • Arvest Wealth Management
    Retirement Plan Advisor
    Arvest Wealth Management Dec 2016 - Dec 2019
  • Midfirst Bank
    Senior Investment Executive
    Midfirst Bank Nov 2012 - Nov 2016
    Us
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  • Chase Investments Services Corp.
    Financial Advisor
    Chase Investments Services Corp. Aug 2011 - Oct 2012
  • Tiaa-Cref
    Senior Consultant
    Tiaa-Cref Mar 2000 - Jun 2010
    New York, Ny, Us
    View

James K. Baird Skills

Investments Strategic Financial Planning Estate Planning Risk Management Retirement Planning Finance Financial Services Relationship Management 401k Series 7 Financial Planning

James K. Baird Education Details

  • Oklahoma Christian University
    Oklahoma Christian University
    General
  • The University Of Dallas
    The University Of Dallas
    Finance
  • University Of Central Oklahoma
    University Of Central Oklahoma
    Accounting

Frequently Asked Questions about James K. Baird

What company does James K. Baird work for?

James K. Baird works for Houston Financial

What is James K. Baird's role at the current company?

James K. Baird's current role is Associate Wealth Management Advisor at Houston Financial.

What is James K. Baird's email address?

James K. Baird's email address is ja****@****ade.com

What schools did James K. Baird attend?

James K. Baird attended Oklahoma Christian University, The University Of Dallas, University Of Central Oklahoma.

What skills is James K. Baird known for?

James K. Baird has skills like Investments, Strategic Financial Planning, Estate Planning, Risk Management, Retirement Planning, Finance, Financial Services, Relationship Management, 401k, Series 7, Financial Planning.

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