Bethanie Baker

Bethanie Baker

OE Student

Followers of Bethanie Baker390 followers
location of Bethanie BakerGreater Houston

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  • Timeline

  • About me

    Client Service Advisor at Granite Harbor Advisors

  • Education

    • University of North Texas

      2016 - 2017
      Some college Chemistry 3.8

      Activities and Societies: Chemistry club

    • University of Houston

      2017 - 2021
      Bachelor of Business Administration - BBA Finance, Financial Planning 3.51

      Activities and Societies: I am a member and the community service intern of the Finance Association. I am also completing my leadership credentials through the Ted Bauer Leadership Certificate Program.

  • Experience

    • Shell

      Jul 2015 - Jul 2016
      OE Student
    • Airswift

      Jun 2017 - May 2020
      Administrative Associate at Shell
    • Willis Johnson & Associates

      Sept 2020 - Jan 2021
      Wealth Management Intern
    • BKD Wealth Advisors

      Jan 2021 - Jun 2021
      Wealth Management Intern
    • Willis Johnson & Associates

      Jun 2021 - Apr 2024

      Willis Johnson & Associates is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Show less

      • Financial Planning Analyst

        Jan 2023 - Apr 2024
      • Client Operations Associate

        Jul 2022 - Jan 2023
      • Client Operations Specialist

        Jun 2021 - Jul 2022
    • Granite Harbor Advisors

      Apr 2024 - now
      Client Service Advisor
  • Licenses & Certifications

    • Series 65 Exam

      NASAA
      Jul 2022
    • EMoney Fundementals

      EMoney Advisor
      May 2021