Steve Baker Email and Phone Number
Independent wholesaler offering the best of the best to the best of the best.
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Svp Capital MarketsCore Pacific Advisors Sep 2021 - PresentScottsdale, Arizona, United States -
Executive Vice PresidentCm Pacific Capital Sep 2020 - Mar 2024Scottsdale, Arizona, United States
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Senior Vice PresidentRising Star Distributors May 2020 - May 2022Scottsdale, Arizona, United States
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Senior Regional Vice PresidentSc Distributors Jul 2019 - May 2020
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Co-OwnerSecond Nature Investments, Llc / Second Nature Thematic Growth Fund Apr 2017 - Jul 2019Scottsdale, ArizonaSecond Nature Thematic Growth Fund has gone live!CEGSX: A-ShareCEGYX: I-Sharewww.secondnatureinvestments.com
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National Sales DirectorEnvironmental Fluids Jun 2017 - Jun 2019Scottsdale, Az -
Regional Sales DirectorHighland Capital Management, L.P. Feb 2016 - Apr 2017Four Corners -
Regional Vice PresidentRealty Capital Securities Aug 2012 - Feb 2015Phoenix, Arizona Area -
President & CeoDynamic Valet & Transportation Aug 2011 - Aug 2012Scottsdale, Az
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Executive Vice President - SalesBankrupt & Deceased Debt Acquisitions Feb 2011 - Aug 2012Scottsdale, AzBankrupt & Deceased Debt Acquisitions buys high-risk assets from banks, debt traders, government agencies, and service providers. We specialize in the purchase and management of bankrupt and deceased receivables. Our revolutionary scoring procedure evaluates several criteria and is able to predict the liquidation of bankrupt and deceased debt.
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Vice President - SalesWalton International Group (Usa), Inc. Apr 2010 - Apr 2011Established brand identity of Walton International’s name and offerings in my assigned region. Walton is a private land banking company that offers product through 60 independent U.S. broker dealer partners. Walton has $2.5B A.U.M. and manages over 55,000 acres of land across North America. Selected highlights and duties include:• Fastest wholesaler on record to hit $552,000 monthly sales goal (3 months).• Create and nurture new advisor and broker dealer relationships in order to augment sales numbers by widening range of associated clientele.• Support arrangement and execution of client events so as to establish awareness and understanding of Walton and our individual offerings.• Probe brokers about needs within their particular books of business in order to gain trust and boost their bottom line by helping provide a niche product to their high net worth retail investors.• Conducted one on one client meetings alongside seasoned advisors for “biz closing – assist”. -
Regional Marketing DirectorPlanco/Thehartford 2006 - 2009Established a presence for The Hartford Mutual Funds in the aforementioned market area. The Hartford is a top provider of mutual funds and the fastest retail mutual fund company to reach $50 Billion in assets under management.• Forged strategic alliances with the elite financial advisors in the territory• Grew the region from $16MM to $30MM in the first year and from $30MM to $58MM in the second• Regional Marketing Director - Mutual Funds – direct chargeability for conducting sales team productivity in the sale of Hartford financial products to all Financial Advisors and Firms (with the exception of wirehouses) across the fertile Nevada, Arizona, and New Mexico territories (listed above).• Originate, assemble, foster, and evolve affiliation with decision-making advisors continually indoctrinating [same] regarding the unrivaled benefits of Hartford funds.• Generate hypothetical analysis for advisors and clients alike comparing asynchronous time-frames against various benchmarks -- perpetual search for the profitable anomaly.• Personal maintenance of competitive intelligence data referencing competitor funds and sales tactics.-- High active expectation for subordinate’s equal knowledgeability of same.• Facilitate and moderate consistent client seminars to educate advisors’ clients about Hartford products as well as the dynamics of varying market environments.• Appointed as the “Hartford Representative” obligated to attend Regional meetings accountable for presentation of market updates to varying groups of client advisors.• Actively assisting [client] financial advisors grow their respective “books of business” by collaborating and contributing various market-applicable sales ideas while simultaneously conducting client workshops for prospects.• Primary “go-to” guy acting as “Biz closing – assist” to rookie advisors as it relates to new business with potential clients. -
Financial Planning SpecialistSmith Barney Jun 2005 - Sep 2006Worked as a financial advisor and financial planning associate in the Boston area. Formed business relationships with centers of influence at large corporations.• Financial Advisor and Financial Planning Associate.• New clientele prospecting by (age-old) cold calling and set up of follow-up meetings.• Perform and interpret analysis of retirement proposals for new prospects.• Examine and analyze mutual funds, annuities and various other types of investment products.• Form and nurture new client relationships.
Steve Baker Education Details
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Finance -
High School Diploma
Frequently Asked Questions about Steve Baker
What company does Steve Baker work for?
Steve Baker works for Core Pacific Advisors
What is Steve Baker's role at the current company?
Steve Baker's current role is Senior Vice President, Capital Markets at CORE Pacific Advisors.
What schools did Steve Baker attend?
Steve Baker attended University Of Rhode Island - College Of Business, Fairfield University, Thayer Academy.
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