Marshall Baker

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Bellevue, Washington, United States

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Timeline
About me
VP Wealth Management Adviser
Education
- Seattle University
  1997 - 1999
  Master's degree Finance, General
- Brigham Young University
  1989 - 1993
  Bachelor of Arts (BA) Economics
Experience
- Fidelity Investments
  Jun 1993 - Feb 2011
  - Vice President - Regional Planning Consultant
    Jan 2007 - Feb 2011
  - VP - Regional Planning Consultant
    Jan 2005 - Dec 2006
  - VP - Investment Consultant
    Sept 2003 - Dec 2004
  - VP - Private Access Account Executive
    Jan 1999 - Sept 2003
  - Financial Planning Consultant
    Jun 1993 - Jan 1999
- Fidelity Charitable
  Feb 2011 - Aug 2014
  National Sales Manager--PI Channel
- Fidelity Investments
  Aug 2014 - now
  VP, Wealth Management Adviser
Licenses & Certifications
- Certified Financial Planner
  CFP Board
- Fidelity Charitable® is an independent public charity with a donor-advised fund program. Various Fidelity companies provide investment management and administrative services to Fidelity Charitable.
  All opinions in this profile are mine and not necessarily reflective of the views of my employer. Any discussion of federal income tax is not intended or written to be used for the purpose of avoiding IRS penalties.