Louis Baker Email & Phone Number

Boston, Ma, Us

Providing cross-industry solutions to clients. Focused on niche needs and assessments; specifically in attention to customer service solutions.

Maintaining retirement records and responsible for current and proper financial statements and reports. Utilizing database to process transactions and retrieve information.· Process Automatic Clearing House (ACH) debits and credit origination instructions, handle posting of received ACH debits and credits, and handle associated exceptions in accordance with NACHA guidelines.· Process share draft check exception list and prepare return items.· Prepare Gain/Loss entries for ACH items.· Processing check order requests via online system.· Handling Government reclamations· Handling Death Notification entries· Handling Fraud for Checking and or ACH· Quality Checking all new ATM and Debit cards requests· Monitoring group mailboxes and responding in a timely manner.· Receive and process proprietary manual payroll.· Process Remote Deposit check files received and applications.

Boston, Ma, Us

Financial Representative: August 2023 - January 2024As the “face of Fidelity” I provided exceptional customer service to clients at the investor center while achieving and surpassing sales targets.I uncovered new leads for our financial consultants as clients visited the branch and brought in more than $5 million of outside assets into Fidelity in Q4 alone.Developed financial consultants' books of business generating appointments.Being responsible for all aspects of operations and paperwork at the branch at the non-management level, I work with our team to scan and submit all appropriate documents and signatures required by Fidelity and FINRA compliance.Helping clients was my primary focus. As a Notary Public, I was able to sit down and meet with clients on a one-to-one basis to complete paperwork, notarize documents, assist with iPad technology, and discuss, uncover and further develop additional account needs.Retirement Brokerage Associate April 2022 - March 2023A “Retirement Account Expert” specializing in Defined Contribution and Tax-Exempt Accounts such as401K’s, 403B’s, 401A’s, 457B’s.Responsible for providing exceptional customer service in an hybrid inbound call center environment, completing investment transactions for retirement accounts.Handling and executing equity, ETF, and Mutual Funds trades for clients. Responsible for trading multi-millions of dollars for clients on a daily basis, NUA’s, and retirement accounts.Financial Associate II “Multi-Product” Feb. 2021 - April 2022Assisting customers to initiate the pension collection process in a remote inbound call center environment,Running calculations for clients’ pensions through our computer software, helping clients collect their pension plans.Financial Associate I “Defined Contributions” Oct. 2020 - Feb. 2021Assisting customers with all aspects of their 401K plans in a remote inbound call center environmentHelping with 401K plan enrollment, complex problem resolution

Boston, Ma, Us

Stockbroker specializing in trading within Retirement Accounts. Defined Contribution, Non-Qualified, Tax Exempt, 401K, 403B, 401A, 457B. Responsible for providing exceptional customer service and investment recommendations for retirement accounts. Handling and executing trades and transactions for clients of Stocks, ETFs, and Mutual Funds for $1million+ on a daily basis. Assisting customers execute rollovers and other complex transactions such as “stock in-kind” rollovers, Net Unrealized Appreciation, NUAs, and all other facets of retirement accounts. Consulting with clients and management resolving complex problems.

Boston, Ma, Us

Boston, Ma, Us

Represent owners and purchasers of large industrial buildings, some 400,000+ Sqft., $1M+ Purchases and Lease Agreements, cold calling 50+ people daily, schedule showings, managing property listings, developing marketing strategies, nurturing existing business relationships

Charlotte, Nc, Us

Provided a comprehensive banking experience for our clients, while achieving regional sales goals for checking/savings accounts, credit cards, CD’s, mortgages, auto loans, and investment referralsHandling $150,000+ cash daily, conduct wire transfers, maintained Federal & Banking Law ComplianceCustomer satisfaction surveys results from my performance caused our branch to be ranked #1 in the Market.

Littleton, Massachusetts, Us

We all know Toyota: "Let's Go Places!"At Acton Toyota, I have the pleasure of assisting my clients throughout the entirety of their car buying experience. Offering a no-pressure, honest, simple, and guaranteed approach, we are consistently one of the top Toyota Dealerships in New England and in the United States of America. It is such a joy to see my guests driving away in the car of their dreams!

5Th Floor, Boston, Us

"A Leader in Health and Human Services""At its core, The MENTOR Network is a leading health and human services provider, but we are also much more. We are a network of caring people who share a mission—to help individuals of all abilities thrive in their homes and communities. Our network is built upon trusted partnerships between the individuals we serve and their families, our employees, our foster parents and host home providers and our payors and public partners. Together we offer adults, children, and their families innovative, quality services and supports that lead to growth and independence, regardless of the physical, intellectual or behavioral challenges they face.We believe that personalized services and meaningful relationships have the power to transform lives and we see that in action each day. Our home- and community-based services deliver meaningful outcomes that positively impact the lives of those we serve. The Network offers decades of experience, strength and stability that allow us to deliver diverse services to the individuals and families we serve."

Toronto, Ontario, Ca

· Changing and saving lives simultaneously on a daily basis· Advocating for children that are suffering in severe poverty, whose voices cannot be heard· Meeting diverse people face-to-face in order to explain the wonderful benefits of child sponsorship programs· Effectively handling all objections, in order to inspire immediate action as well as long-term involvement with charity· Drives performance by inspiring and leading each team members to reach their potential. Support, Coach, Develop.· Actively fundraises and coaches campaign team to enhance the fundraising skills of all team members.· Develops leadership for future campaigns through identification of raw talent, interviews, training and development.· Works with the Chief Campaign Officer, and/or Account Managers, to develop fundraising strategies and incentives that drive business results.· Participates in business strategy sessions to evaluate campaign effectiveness, and makes appropriate recommendations for future campaign success.· Ensures reporting requirements are completed, accurate and submitted in a timely manner (i.e. weekly campaign reports, expense reports etc.). · Responsible for fostering relationships with Mall Management.· Coordinates campaign communications, daily results and campaign fever messages in conjunction with the Communications Manager and Campaign Leaders; in order to inspire and motivate the team throughout the campaign.

Concord, Massachusetts, Us

· The Guild’s Mission is to provide high quality services, support and care for students with complex special needs.· Through education, caring and respect, The Learning Center’s mission is to provide its students with the opportunities to grow and develop to their fullest potential.· The Guild operates two programs - a residential school for students with developmental disabilities and mental health/behavioral challenges, ages 10 to 21 and DDS funded adult residences. The Guild's children's residential program consists of eight homes in the Waltham, Watertown and Belmont area.· A residential assistant provides instruction and support to our students in the areas of activities of daily living, socialization, communication, and leisure/recreation both in the community and in the residence.

NetClarity is privately-held and is the global leader in Next Generation (NG) Network Access Control (NAC) products and technology. Our passion to deliver the world’s easiest-to-use, fastest, most powerful, and cost-effective NAC technology is what drives us forward – both through our partnerships and in our customer successes.· On-boarding of new business partners, quote generation, evaluation agreements, submitting/tracking business orders assistance, additional administrative assistance as needed at HQ· Presenting in depth online demonstrations to potential clients and business partners· Strong Microsoft Office (Word,Excel,PowerPoint), QuickBooks, and internet research skills· Maintaining relationships/assistance with current business partners· Ongoing outreach to new clients - generating interest in NetClarity’s Network Access Control security device· Keeping company database up-to-date with detailed notes; customer contact, business information, etc.· Independently maintaining excellent telephone etiquette along with a professional demeanor · Continuous development of effective sales strategies and techniques

· Provide delightful and professional customer treatment· Accurate and efficient cash handling and balancing skills of high volumes and amounts· Assuring customer information remains secure and private· Being a part of a sales team and developing effective new ways to increase productivity· Accomplishing team goals as a banking center and regional market· Achieving individual sales goals by specific deadlines in a highly competitive environment· Top ranked in the Boston Market for overall teller performance (Avg. Sales referrals, transaction speed, customer delight, and balancing accuracy)· Retaining knowledge of all products and referring them to customers on a daily basis· Keeping up to date with the constant changes in the financial industry· Working with co-workers to increase comprehension of products· Following strict requirements and expectations for internal/external audits· Helping customers become fully satisfied with all of their banking needs· Quickly adapting to new company enhancements as well as marketing materials

· Always maintaining patience and kindness while mentoring individuals to increase the quality of life· Assisting adults with developmental disabilities on overnight week-long, weekend, and day vacation trips· Being decisive on important situations and problems at a fast pace in chaotic environments· Leading large groups of developmentally disabled clients (12-25), and managing those groups with other associates in large crowds at venues (Baseball games, concerts, amusement parks, etc)· Assisting in dressing, bathing, feeding, communicating, and walking, etc.

Atlanta, Ga, Us

Taking a high volume of customer orders at a fast paceHandling cash with accuracyMaintaining a clean work areaSolving customer problemsMarketing products (handing out samples in food court)

Associate Of Science (A.S.), Business Administration

Bible/Biblical Studies

Business Administration And Management