Chris Wilson
Helping financial institutions balance their goals, market opportunities, growth & performance objectives
- Role
- Managing Director, Portfolio Systems and Services at The Baker Group Lp
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Chris Wilson
I work with financial executives to identify needs and evaluate options, assess various risk factors and put into action plans for the right path forward.My primary focus is with fixed income investments, strategy implementation, interest rate risk analysis, product education and funding solutions to better service our clients. As Associate Partner & Director of Portfolio Systems and Services, I am happy to work with you to develop what you need to take your institution to the next level.
Experience
Managing Director, Portfolio Systems and Services
Dec 2018 — Present
Education
SMU Cox School of Business
Financial Consulting, Finance, Accounting, Economics
1999 — 2003
Skills
- Series 7
- Valuation
- Asset Management
- Portfolio Management
- Microsoft Excel
- Bloomberg
- Strategic Planning
- Leadership
- Customer Service
- Management
- Business Development
- Investments
- Fixed Income
- Microsoft Office
- Sales
- Financial Modeling
- Equities
- Due Diligence
- Marketing Communications
- Financial Analysis
- Social Media
- Marketing
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