Karen Baker
Financial Professional
- Role
- Owner and President at K2 Capital Management
- Location
- Venice, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Karen Baker
Experienced Owner with a demonstrated history of working in the financial services…
Experience
Owner and President
May 2015 — Present
Marketing and servicing insurance and annuity programs, financial and estate planning.
Education
Purdue University
Bachelor's Degree; B.S. Degree, Consumer Financial Counseling and Planning; English, Math, French
Haworth High School
Consumer Financial Counseling and Planning
Purdue University
Bachelor's degree
1984 — 1988
Skills
- Series 63
- Marketing
- Investments
- Fixed Annuities
- Microsoft Office
- Sales
- Business Development
- Wealth Management
- Retirement Planning
- Financial Services
- Crm
- Financial Advisory
- Accounting
- Insurance
- New Business Development
- Financial Planning
- Mortgage Lending
- Mutual Funds
- Life Insurance
- Finance
- Portfolio Management
- Loans
- Health Insurance
- Customer Service
- Strategic Financial Planning
- Financial Analysis
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