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Work Background
Senior Executive Coach
Alpha Wealth Management ConsultingSenior Executive Coach
Aug. 2024Arlington, Massachusetts, United StatesPreparing for Your Succession Preparing Your Team for Acquisition Building a World Class Wealth Management Business Coaching Program: I. Analyzing and Evaluating the Business II. Running the Business III. Growing the Business IV. Creating a Durable Action Plan & Ongoing Engagement Building and Leading Your Business for Managers
First Vice President, Associate Market Manager
Morgan StanleyFirst Vice President, Associate Market Manager
Mar. 2015 - Jan. 202528 State Street, Boston, MA©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), 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: http://www.morganstanley.com/disclaimers/mswm-email.html Elizabeth Baker may only transact business in states where he is registered or excluded or exempted from registration. http://brokercheck.finra.org/Individual/Summary/1045985 Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Elizabeth Baker is not registered or excluded or exempt from registration
Assistant Complex Director
UBSAssistant Complex Director
Jun. 2012 - Jan. 2015Boston, MA
Vice President, Investments
CitiVice President, Investments
Jan. 1992 - Dec. 2005
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