Erika Baker
Product Owner - Salesforce Integration, Dynamics Integration and Data Science Teams
Erika Baker is a high-skilled expert, who works in Edward Jones on the position of Financial Advisor from 2010. This person has earned professional experience in more than ten positions at different companies. Erika Baker went to the Ashland University and got education there from 2007 to 2010. Erika has such professional qualifications as Series 66, Certified Scrummaster (Csm), and Salesforce Certified Administrator (Sca) **(Nov 2019). Palo Alto, California is the city, where this professional was lastly known to settle. Their phone and email can be accessed through this website by request.
Name variants:
Erica Baker
Contact Information
Last Update
Jun 23, 2022
Email
eh**@ashland.edu
Location
Palo Alto, CA
Company
Edward Jones
Workplace
Financial Advisor
Work History
Financial Advisor
Licensed with my Series 7, 66, Life and Health Insurance Licenses in Bellefontaine, Oh.
from Sep 2010
Camp Counselor
Worked as a camp counselor for 2 months with inner city kids, helped teach them more about Christ as we helped them see the beauty in nature that God created. Teaching them new things while ...
Jun 2010 — Aug 2010
Member
Coordinated and organized operations for first annual golf outing. Helped raise a profit of $10,000 for the Eagle Investment Group's trip to RISE Competition and New York. Purpose stocks fro...
Mar 2009 — May 2010
Sponsorship Chair
Raise money for St. Jude's Research Hospital at Ashland University
Aug 2007 — May 2010
Financial Advising Intern
Assisted on case research for advisors. Created client presentations. Made recommendations for 401(k) reallocations. Created retirement and risk management plans for clients.
Sep 2008 — Sep 2009
Agent Intern
Licensed to sell Health and Life Insurance. Worked in a commission based environment. Ran appointments with other agents.
May 2009 — Aug 2009
HR Compensation and Benefits Intern
Headed a request for proposal process to choose a Talent Management System to implement. Worked with SAP to update Medical Plans. Collected data and presented graphical analysis to HR Direct...
May 2008 — Aug 2008
Analyst Intern
Worked within the daily operations to increase accuracy and reduce errors. Assisted in a KAIZEN Event project team in order to streamline plant processes. Wrote two patents for "Zero-Turn St...
Mar 2006 — Jul 2007
Education
2007 — 2010
2009 — 2009
2006 — 2007
2002 — 2006
Occupations
Executive
Owner
IT Professional
SalesForce Administrator
Data Analyst
Financial Broker
Financial Consultant
Camp Counselor
Chief Executive
Database Administration Professional
Database Administrator
Data Entry Specialist
Data Scientist
Financial Services Professional
Financial Services Sales Agent
Advisor
Skills
Leadership
Investments
Customer Service
Research
Marketing
Management
Teamwork
Microsoft Office
Proposal Writing
Human Resources
Analytical Skills
Analysis
Fitness
Holistic Health
Weight Loss Coaching
Empower
Inspirer
Strategy
Mutual Funds
Small Business Retirement Plans
401K Rollovers
Asset Allocation
Charitable Giving
Project Management
Operations Management
Salesforce
Emotional Intelligence
Team Leadership
Effective Communication
Collaborative Problem Solving
Solutions Focused
Positivity
Organized
Detail Oriented
Project Planning
Self Starter
Facilitate Effective Meetings
Ability To Prioritize
Project Delivery
Project Coordination
Scrum
Web Project Management
Agile Methodologies
Software Project Management
Agile and Waterfall Methodologies
Software Implementation
Software Development Life Cycle
Jira
Salesforce Lightning
Software As A Service
Leadership Development
Organization Skills
Interpersonal Skills
Rfp
Scaled Agile Framework
Agile Environment
Asana
Salesforce.com Implementation
Process Improvement
Software Deployment
Process Implementation
Digital Project Management
Project Documentation
Project Management Software
Customer Onboarding
Customer Success
Analytics