Kurtis Baker
- Role
- Private Wealth Manager at Certified Wealth Management & Investment Llc
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kurtis Baker
Kurt Baker is a CERTIFIED FINANCIAL PLANNER™ and a private wealth manager at Certified…
Experience
Private Wealth Manager
Certified Wealth Management & Investment Llc
Present
Skills
- Small Business
- Policy
- Due Diligence
- Nonprofits
- Coaching
- Risk Management
- Financial Planning
- Entrepreneurship
- Mortgage Lending
- Proposal Writing
- Program Management
- Business Strategy
- Training
- Leadership Development
- Strategy
- Marketing
- Negotiation
- Insurance
- Start-Ups
- New Business Development
- Leadership
- Investments
- Mental Health
- Mergers & Acquisitions
- Real Estate Transactions
- Public Relations
- Customer Service
- Finance
- Executive Management
- Government
- Wealth Management
- Investment Properties
- Public Speaking
- Funding
- Budgets
- Management
- Time Management
- Certified Financial Planner™
- Strategic Financial Planning
- Contract Negotiation
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