Van Baker Email & Phone Number

Boylston, Ma

• Elected to office in the May 2018 town election as a write-in candidate receiving 74% of votes cast.• Responsible for leading monthly meetings and voting on matters such as vendor approval, property tax abatements, and making recommendations for the property tax rate and structure.• Currently championing initiatives to change the method by which commercial and industrial properties are assessed and for additional office staff.

Smithfield, Rhode Island, United States

Boston, Massachusetts, United States

San Antonio, Texas Metropolitan Area

Boston, Ma And Smithfield, Ri

• Managed a team of Manager- and Director-level associates across Fidelity locations in three states.• Integrated web applications successfully within correspondent clients’ technical infrastructure and business model.• Lead the Deployment Project Workstream for new large correspondent client events and deployed needed applications to new correspondent clients to help with their successful integration onto the National Financial platform.o The implementation process included reviewing the current broker-dealer client state on the existing Clearing Platform, reviewing in excess of 100 National Financial products and corresponding entitlements with the client, determining what products the client will use, and implementing the products and corresponding Wealthscape entitlements with the firm.• Collaborated with National Financial Product Managers to ensure new product rollouts were successfully implemented.• Recognized as both an internal and external subject matter expert and key point of contact for pre-trade edit rules engine.

Boston, Massachusetts, United States

• Built relationships with external Fidelity large-size clients by educating them on National Financial's products, helping them to navigate National Financial, providing client options, and by ensuring high-quality service. • Served as a primary point of contact for Commonwealth Financial, Comerica Securities, and UMB Scout Brokerage. Worked in cooperation with investment professionals, including brokers and bank officers to ensure service meets the needs of the clients.• Conducted on-site periodic reviews with correspondents.• Ad-hoc analysis and reporting of Client Management team measures and statistics.

Irving, Tx

• Settled escalated issues for specific National Financial Services (NFS) correspondents as Point of Contact: Commonwealth Financial, MONY Securities, 1st Global, and State Street.• Directed phone gate team as lead representative.• Provided customer service support for Fidelity clients, Fidelity representatives, and National Financial Services correspondents.• Followed up with contra-brokers to ensure timely transfers of assets into Fidelity and resolved any problems with those transfers.• Assisted with the training of new representatives.

Geosciences

Activities and Societies: Resident DirectorWeathercaster for WAFM Radio, Weathercaster for CNN Headline News Local Edition

Bs, Mass Communications

Activities and Societies: Lambda Chi Alpha Fraternity, Who's Who Among American Students in Colleges & Universities, Interfraternity.

High School Diploma