Jacob Baker, CFA

Analyst at Edge Capital Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Dallas, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Edge Capital Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Apr 2022 - Present

      Dallas, Texas, United States

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sr. Stock Plan Specialist
      • Mar 2021 - Apr 2022

      Dallas-Fort Worth Metroplex

    • Stock Plan Specialist
      • Jun 2019 - Mar 2021

      Dallas-Fort Worth Metroplex

  • Crab Island Hot Boiled Peanuts
    • Captain/Salesman
      • May 2017 - Sep 2018

      Destin, Florida • Recruited into this job having had previous success in the ice cream vending business • Operate a boat selling boiled peanuts to Crab Island boaters and fishing boats coming back from charter • Increased sales to over $50,000 during the summer of 2017

  • Theta Chi Fraternity
    • United States
    • Non-profit Organizations
    • 300 - 400 Employee
    • Assistant New Member Educator
      • Aug 2017 - Nov 2017

      Tuscaloosa, Alabama • Established deadlines and conducted performance evaluations to ensure initiation • Educated new members in time management skills, as well as healthy living and social skills • Provided a safe and productive environment for 47 new members

  • Emerald Coast Kayak and Ice Cream
    • Captain/Salesman
      • May 2014 - Sep 2016

      Destin, Florida • Managed sales for a boat throughout Destin, FL making daily sales to tourists on the beach and weekend boaters • Achieved regular bonuses for meeting daily sales goals

  • Baytowne Adventure Zone
    • Zip Line Operator
      • Mar 2012 - Sep 2016

      Sandestin, FL • Ensured the safety and satisfaction of over 1,000 customers per night • Obtained necessary certifications required for harnessing/emergency rescue situations

  • Sandestin Golf and Beach Resort®
    • United States
    • Hospitality
    • 200 - 300 Employee
    • Banquet Houseman/Set Up
      • May 2016 - Aug 2016

      Sandestin, FL • Responsible for reading daily itineraries while creating and meeting set up deadlines • Moving, replacing, and gathering equipment from different parts of the 2,400 acre resort

  • Eglin Air Force Base Commissary
    • Grocery Bagger
      • Sep 2011 - Sep 2013

      Niceville, FL • Assisted customers by transporting merchandise to their vehicle • Communicated extensively with customers on a regular basis resulting in many tips

Education

  • The University of Alabama
    Bachelor of Science in Commerce and Business Administration, Finance and Economics
    2015 - 2019
  • Niceville High School
    2011 - 2015

Community

You need to have a working account to view this content. Click here to join now