Manager
Current
Jan 2024 - Present
AeroLeads people directory · profile
Liz Munson Email & Phone Number
Manager CST
at
Baker Street Advisors
1 work email found
@capitaladvantage.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager CST
Location
San Francisco Bay Area, United States
Company size
Who is Liz Munson? Overview
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Quick answer
Liz Munson is listed as Manager CST at Baker Street Advisors, a with 47 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at capitaladvantage.com and a matched LinkedIn profile for Liz Munson.
Liz Munson previously worked as Manager at Baker Street Advisors and Client Service Advisor at Capital Advantage, Inc.. Liz Munson holds Bachelor Of Science - Bs, Finance, General from University Of California, Berkeley.
Company email context
Email format at Baker Street Advisors
This section adds company-level context without repeating Liz Munson's masked contact details.
{first}.{last}@capitaladvantage.com
86% confidence
AeroLeads found 1 current-domain work email signal for Liz Munson. Compare company email patterns before reaching out.
Profile bio
About Liz Munson
Experienced client service professional with a focus on achieving results, leading key initiatives for growth, client retention, and satisfaction in the wealth management industry. Proficient in delivering innovative, top-notch solutions, fostering strong client relationships, and contributing to the growth of company assets under management. Committed, proactive work ethic, adept at intuitive problem-solving, possessing persuasive communication skills, and driven by a profound passion to consistently surpass our clients' expectations.
Listed skills include Leadership, Strategic Partnerships, Skilled Multi Tasker, Client Relations, and 24 others.
Current workplace
Liz Munson's current company
Company context helps verify the profile and gives searchers a useful next step.
Baker Street Advisors
5 roles
Liz Munson work experience
A career timeline built from the work history available for this profile.
Client Service Advisor
Enhancing every facet of the client service experience, particularly when it comes to crafting financial plans for you and your family's future. Partnered closely with a Senior Financial Advisor and Principal to provide exceptional client management to a diverse range of individuals with varying net worth and financial complexities. Daily functions include administrative tasks as they relate to each client, while always looking for ways to streamline processes to enhance the client experience. Servicing over 300 clients requires an elevated level of organization to meet all deadlines and regulatory requirements, such as required minimum distributions.
May 2021 - Dec 2023
Business Consultant
Business Alliance
Providing consultation services to a variety of start up ventures, focusing on marketing, social media, hiring, inventory needs, and many other operational aspects. Worked with clients on organization of administrative functions and developing new ways to enhance business functionality in general.
Jul 2019 - May 2021
Financial Services
Mar 2016 - Apr 2018
Principal
Munson Entertainment Inc
Managed and operated two franchise businesses under a corporate umbrella. Handled all administrative functions of the business, from human resources, marketing, and general errands for purchasing. Our clientele expected top tier service.
Jan 2007 - Dec 2014
Team & coworkers
Colleagues at Baker Street Advisors
Other employees you can reach at bakerstreetadvisors.com. View company contacts for 47 employees →
RM
Ryan Murray, Cpwa®
Colleague at Baker Street AdvisorsSan Francisco, California, United States
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YG
Yeimi Gomez
Colleague at Baker Street AdvisorsSan Francisco Bay Area, United States
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SS
Stephen Svelmoe
Colleague at Baker Street AdvisorsLas Vegas Metropolitan Area, United States
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NW
Natalie Weidemier, Cfa, Jd
Colleague at Baker Street AdvisorsSan Francisco Bay Area, United States
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KC
Kristen Cook
Colleague at Baker Street AdvisorsSan Francisco, California, United States
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JC
James Cross
Colleague at Baker Street AdvisorsSan Francisco, California, United States
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MG
Monica G.
Colleague at Baker Street AdvisorsSan Francisco Bay Area, United States
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AG
Amy Galanti, M.A.
Colleague at Baker Street AdvisorsSan Francisco Bay Area, United States
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AM
Alexandra Maher
Colleague at Baker Street AdvisorsSan Francisco, California, United States
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CY
Caleb Yee
Colleague at Baker Street AdvisorsSan Francisco Bay Area, United States
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Ryan Murray, Cpwa®
Colleague at Baker Street AdvisorsSan Francisco, California, United States
View →
YG
Yeimi Gomez
Colleague at Baker Street AdvisorsSan Francisco Bay Area, United States
View →
SS
Stephen Svelmoe
Colleague at Baker Street AdvisorsLas Vegas Metropolitan Area, United States
View →
NW
Natalie Weidemier, Cfa, Jd
Colleague at Baker Street AdvisorsSan Francisco Bay Area, United States
View →
KC
Kristen Cook
Colleague at Baker Street AdvisorsSan Francisco, California, United States
View →
JC
James Cross
Colleague at Baker Street AdvisorsSan Francisco, California, United States
View →
MG
Monica G.
Colleague at Baker Street AdvisorsSan Francisco Bay Area, United States
View →
AG
Amy Galanti, M.A.
Colleague at Baker Street AdvisorsSan Francisco Bay Area, United States
View →
AM
Alexandra Maher
Colleague at Baker Street AdvisorsSan Francisco, California, United States
View →
CY
Caleb Yee
Colleague at Baker Street AdvisorsSan Francisco Bay Area, United States
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1 education record
Liz Munson education
FAQ
Frequently asked questions about Liz Munson
Quick answers generated from the profile data available on this page.
What company does Liz Munson work for?
Liz Munson works for Baker Street Advisors.
What is Liz Munson's role at Baker Street Advisors?
Liz Munson is listed as Manager CST at Baker Street Advisors.
What is Liz Munson's email address?
AeroLeads has found 1 work email signal at @capitaladvantage.com for Liz Munson at Baker Street Advisors.
Where is Liz Munson based?
Liz Munson is based in San Francisco Bay Area, United States while working with Baker Street Advisors.
What companies has Liz Munson worked for?
Liz Munson has worked for Baker Street Advisors, Capital Advantage, Inc., Business Alliance, Litman Gregory, and Munson Entertainment Inc.
Who are Liz Munson's colleagues at Baker Street Advisors?
Liz Munson's colleagues at Baker Street Advisors include Ryan Murray, Cpwa®, Yeimi Gomez, Stephen Svelmoe, Natalie Weidemier, Cfa, Jd, and Kristen Cook.
How can I contact Liz Munson?
You can use AeroLeads to view verified contact signals for Liz Munson at Baker Street Advisors, including work email, phone, and LinkedIn data when available.
What schools did Liz Munson attend?
Liz Munson holds Bachelor Of Science - Bs, Finance, General from University Of California, Berkeley.
What skills is Liz Munson known for?
Liz Munson is listed with skills including Leadership, Strategic Partnerships, Skilled Multi Tasker, Client Relations, Business Relationship Management, Account Management, Sales, and Sales Operations.
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