Baker Smith, Cpwa® Cepa® Cima®
About Baker Smith, Cpwa® Cepa® Cima®
Baker Smith is a Regional Vice President with over 25 years of experience in the Financial Services industry. He has held senior positions at notable firms such as OppenheimerFunds, Goldman Sachs, and AllianceBernstein, and holds multiple professional designations including Cpwa®, Cepa®, and Cima®.
Work at Transamerica
Baker Smith has held the position of Regional Vice President at Transamerica since 2021. In this role, he focuses on supporting financial advisors in differentiating their services and enhancing client value. His extensive experience in the financial services sector informs his approach to leadership and advisor support.
Previous Experience in Financial Services
Prior to his current role, Baker Smith worked at OppenheimerFunds as a VP - Senior Advisor Consultant from 2005 to 2019, accumulating 14 years of experience. He also served as Vice President, Regional Sales Manager at Goldman Sachs from 1996 to 2001 and at AllianceBernstein from 2001 to 2005. This diverse background contributes to his comprehensive understanding of the financial services industry.
Education and Expertise
Baker Smith studied Economics at Bucknell University, where he earned his degree. He completed his secondary education at Bronxville High School. In addition to his academic background, he holds several professional designations, including Cpwa®, Cepa®, and Cima®, which enhance his expertise in financial advisory services.
Professional Designations
Baker Smith holds multiple professional designations that reflect his qualifications in the financial services industry. These include Cpwa® (Certified Private Wealth Advisor), Cepa® (Certified Exit Planning Advisor), and Cima® (Certified Investment Management Analyst). These credentials signify his commitment to professional development and expertise in advising clients.
Career Overview
With over 25 years of experience in the financial services industry, Baker Smith has developed a robust career that spans various roles and responsibilities. His extensive background includes significant positions at major financial institutions, where he has focused on sales management and advisor support.