Carl Holliday
Founding Partner at The Baker Group, Inc.
- Role
- Senior Wealth Adivisor Rep at Plangroup
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Carl Holliday
49 years in the financial industry Investment specialist institutional And…
Experience
Senior Wealth Adivisor Rep
Jan 2025 — Present · Oklahoma City, OK, US
Education
University of Oklahoma - Price College of Business
FINANCE, ECONOMICS FINANCE ACCT
1972 — 1976
University of Oklahoma
Bachelor's degree, Finance, General
1972 — 1976
Skills
- Entrepreneurship
- Venture Capital
- Securities
- Portfolio Management
- Contract Negotiation
- Marketing Strategy
- Customer Service
- Financial Analysis
- Marketing
- Small Business
- Business Development
- Mutual Funds
- Leadership
- Microsoft Office
- Sales
- Strategic Planning
- Analysis
- Investments
- Financial Risk
- Management
- Team Building
- Fixed Income
- Social Media
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