Talk to sales Try for Free

Bethanie Baker

OE Student

390 followers

Greater Houston

Connect with Bethanie Baker to Send Message

Connect with Bethanie Baker to Send Message

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

Recommendations
...