Melia Baker

Senior Associate Private Client Advisor

Melia Baker is a skilled expert, that works in Charles Schwab main office of which is in 1096. as a Senior Associate Private Client Advisor from 2020. This expert gained professional experience in more than seven positions at different companies. Melia Baker went to the Arizona State University and received education there from 2009 to 2014. This professional has professional qualifications: Series 7, Series 63, and Series 66. Chicago, Illinois is the city, where this professional was lastly known to be located. The professional's contacts can be accessed through this website by request.
Name variants:
Melia Baker

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Contact Information

Last Update
Jun 23, 2022
Location
Chicago, IL
Company

Workplace

Charles Schwab
Senior Associate Private Client Advisor

San Francisco, CA

Industry

Financial Services, Security Broker/Dealer

Work History

Senior Associate Private Client Advisor

211 Main St, San Francisco, CA 94105
from Mar 2020

Insurance Agent

1 Moody Plz, Galveston, TX 77550
Train and pass Health, Life, Property, and Casualty Exams Internal job training Prospect for clients
Feb 2017 — May 2017

Manager

Train front of house staff on proper interations with client as well as duties necessary to keep a clean and highly functioning restaurant. Perform check-ins with each table to ensure serv...
from Jan 2016

Branch Manager

Responsible for the overall success of the store team and serve as the face of Wells Fargo in the community. Lead with ethics, integrity and embrace diversity and inclusion. Effectively demo...
May 2008 — Apr 2015

Flight Attendant

1745 Phoenix Blvd, College Park, GA 30349
Participate in pre-flight briefings with fellow crew members. Ensure the highest level of safety by inspecting safety equipment, announcing and demonstrating safety procedures and verifying ...
Oct 2012 — Nov 2013

Sales Associate

Targeted sales achievement Merchandising/promotional activities and on the floor selling Customer service and retention, Audits, Employee training, Inventory management, Cash handling, recon...
Apr 2007 — Apr 2008

Inbound Call Representative

Tempe, AZ
Verify basic information, on the telephone, with clients customers to ensure that they have agreed to change their service provider.
May 2005 — May 2007

Education

2009 — 2014

Occupations

Scientist
Senior Associate
Advisor
Accountant
Finance and Accounting Specialist
Insurance Agent
Supporting Member
Team Member
Accounting Bookkeeper
Bookkeeper

Skills

Banking
Consumer Lending
Cross Selling
Retail Banking
Sales
Risk Management
Lines of Credit
Customer Service
Loans
Management
Credit
Team Building
Team Leadership
Leadership
Relationship Management
Operations Management
Financial Analysis
Sales Management
Time Management
Microsoft Office
Training
Regulatory Compliance
Scheduling
Bartending
Cold Calling
Flight Safety
Flight Attendant
Federal Aviation Regulations
Retail
Customer Satisfaction
Microsoft Excel
Social Media
Coaching
Customer Experience
Microsoft Word
Microsoft Powerpoint
Teamwork
Casualty Insurance
Property and Casualty Insurance

FAQs about Melia Baker

What is the main profession of Melia Baker?

Melia Baker is a Senior Associate Private Client Advisor.

What jobs is Melia proficient at at?

Melia is a professional such jobs as Scientist and Senior Associate.

Where does Melia Baker live?

Chicago, Illinois is the place where Melia Baker currently lives

How many companies did Melia Baker work at?

Melia Baker worked at seven jobs.

What education does Melia Baker have?

Melia studied at the Arizona State University from 2009 to 2014.

What are the certifications of Melia Baker?

Melia received the following certifications: Series 7, Series 63, Series 66, Series 9, Series 10, and Life, Health, Property & Casualty Insurance Licenses.

What languages does Melia Baker speak?

Melia Baker speaks Spanish.

Are there any professional industries Melia Baker works in?

This person works in Financial Services industry.
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