Experience

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  Baker Financial Services

  • Marketing And Sales

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  Baker Financial Services

  • Plymouth, MA

  • Marketing and Sales

    • 1993 - Present
    • Plymouth, MA

    I have worked alongside Stuart at BFS for over twenty years and have been responsible for much of the marketing, client service, events and infrastructure development during those years. Most recently I have worked with website developers to customize www.bakerfinservices.com web pages. Organizing client and other contact information has been a major effort culminating in the recent transfer of our Client Relationship Management (CRM) data to Redtail Technology CRM. Thereby, allowing us greater access to our client information from a secure internet site.My position has included production of our quarterly newsletter, Event Management and Marketing, Some of our popular events have included Golf and tennis outings, seminars, dinners and lunches, trade shows, Press coordinator and have managed office operations.Hold Series 6 and Series 63 Licenses.Baker Financial Services (BFS) is an independent investments firm established in 1982 by Stuart Baker. As an independent firm, the financial advice given and investment recommendations made by BFS are unbiased and firmly rooted in clients’ needs and goals. Stuart has over 30 years of investment experience. BFS is located in Plymouth, MA and owned and operated by Stuart Baker. BFS offers commission and fee-based platforms. Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA, SIPCAdvisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Ivnestment Advisory Firm.

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  South Shore Business Connections

  • Plymouth, MA

  • Founder

    • 1992 - 1993
    • Plymouth, MA

    South Shore Business Connections was developed to market Baker Financial Services to local businesses. A networking organization which allowed only one person per business. Group ranged in size from 25-30 members.The development of SSBC included direct mail, cold callings and public relations to create vibrant membership. My duties incuded, arranging weekly meetings, arranging trades shows and networking events.

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  New York, NY

  • New York, NY and Plymouth, MA

  • A+B Inc

    • 1986 - 1993
    • New York, NY and Plymouth, MA

    Hired and managed national sales organization of 20Hired and managed U.S. Sales office and staffResponsible for U.S. Inventory and showrooms.Responsible for U.S. sales, banking and ordering