Kevin Baker
Executive Director | Financial Advisor at Morgan Stanley
- Role
- Executive Director Financial Advisor at Morgan Stanley
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Kevin Baker
Kevin Baker is an Executive Director and Financial Advisor with Morgan Stanley Wealth…
Experience
Executive Director Financial Advisor
May 2021 — Present · Seattle, WA, US
2022 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: ID# 22•••30
Education
University of Notre Dame
MBA, Master of Business Administration and Management
2001 — 2003
The University of Toledo
Bachelor of Arts - BA, Communication, General
1994 — 1996
Skills
- Series 7
- Asset Allocation
- Investments
- Series 63
- Securities
- Mergers & Acquisitions
- Asset Management
- Wealth Management
- Investment Strategies
- Alternative Investments
- Private Equity
- Hedge Funds
- Portfolio Management
- Equities
- Strategic Financial Planning
- Strategic Planning
- Investment Management
- Financial Modeling
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