CP Baker & Company
Description
Founded: 1990 Subsidiaries: C.P. Baker & Company, Ltd. Profit Sharing Plan, C.P. Baker Securities Incorporated
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CP Baker & Company Employees
Employee
Years
Job
Industry
Robert Rafferty Robert Rafferty's CP Baker & Company Experience May 1993 - August 2007
Job Principal
Industry Financial Services
Experience
Beacon Consulting Group November 2011 - Present
Independent Contractor June 2010 - November 2011
Kaufman Rossin Fund Services, LLC September 2007 - June 2010
CP Baker & Company May 1993 - August 2007
Mutual Fund Service Company -UST/Chase/JPM April 1992 - May 1993
State Street Bank and Trust September 1989 - April 1992
Skills
Hedge Funds, Private Equity, Fund Of Funds, Fund Accounting, Accounting, Alternative Investments, Investments, Equities, Mutual Funds, Due Diligence, Securities, Asset Managment, Fixed Income, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Financial Services, Asset Management, Options, Venture Capital, Finance, Strategy
Education
Providence College 1985 — 1989
BA, Economics
Beacon Consulting Group November 2011 - Present
Independent Contractor June 2010 - November 2011
Kaufman Rossin Fund Services, LLC September 2007 - June 2010
CP Baker & Company May 1993 - August 2007
Mutual Fund Service Company -UST/Chase/JPM April 1992 - May 1993
State Street Bank and Trust September 1989 - April 1992
Skills
Hedge Funds, Private Equity, Fund Of Funds, Fund Accounting, Accounting, Alternative Investments, Investments, Equities, Mutual Funds, Due Diligence, Securities, Asset Managment, Fixed Income, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Financial Services, Asset Management, Options, Venture Capital, Finance, Strategy
Education
Providence College 1985 — 1989
BA, Economics
Andrew Riedl Andrew Riedl's CP Baker & Company Experience August 2005 - September 2005
Job Financial Reporting Analyst at Wells Fargo Advantage Funds
Industry Financial Services
Experience
WELLS FARGO ADVANTAGE FUNDS December 2010 - Present
Evergreen Investments June 2008 - December 2010
State Street Corporation February 2007 - June 2008
State Street Corporation October 2005 - February 2007
AMERICAN FRIENDS SERVICES COMMITTEE November 2004 - October 2005
CP Baker & Company August 2005 - September 2005
Skills
Mutual Funds, Fixed Income, Securities, Equities, Asset Management, Financial Services, Analysis, Valuation, Finance, Bloomberg, Investments, Accounting, Financial Reporting, Fund Accounting, Project Management, Editing, Financial Analysis, Pricing, Risk Management, Microsoft Excel, Microsoft Office, Asset Allocation, Outlook, Bloomberg Terminal, Fund Administration, Time Management, Lotus Notes, General Ledger, Photography, Digital Photography, World History, Outdoor Recreation
Education
Boston University 2000 — 2004
Bachelor’s Degree, Communication, Journalism, and Related Programs
Newton North High School 1996 — 2000
High School
WELLS FARGO ADVANTAGE FUNDS December 2010 - Present
Evergreen Investments June 2008 - December 2010
State Street Corporation February 2007 - June 2008
State Street Corporation October 2005 - February 2007
AMERICAN FRIENDS SERVICES COMMITTEE November 2004 - October 2005
CP Baker & Company August 2005 - September 2005
Skills
Mutual Funds, Fixed Income, Securities, Equities, Asset Management, Financial Services, Analysis, Valuation, Finance, Bloomberg, Investments, Accounting, Financial Reporting, Fund Accounting, Project Management, Editing, Financial Analysis, Pricing, Risk Management, Microsoft Excel, Microsoft Office, Asset Allocation, Outlook, Bloomberg Terminal, Fund Administration, Time Management, Lotus Notes, General Ledger, Photography, Digital Photography, World History, Outdoor Recreation
Education
Boston University 2000 — 2004
Bachelor’s Degree, Communication, Journalism, and Related Programs
Newton North High School 1996 — 2000
High School
Elisa Jerome Elisa Jerome's CP Baker & Company Experience May 2005 - August 2007
Job Derivatives Operations Analyst
Industry Financial Services
Experience
Wellington Management September 2014 - Present
Cohasset Sailing Club June 2014 - August 2014
Morgan Stanley November 2013 - May 2014
Morgan Stanley September 2010 - November 2013
Morgan Stanley June 2008 - September 2010
Saint Joseph's University September 2005 - May 2008
CP Baker & Company May 2005 - August 2007
Strecker Eye Center, Cohasset, MA April 2004 - August 2005
Beauty & Main, Cambridge, MA April 2003 - April 2004
Skills
Derivatives, Equities, Options, Fixed Income, Financial Services, Trading, Risk Management, Finance, Hedge Funds, Financial Markets, Financial Risk, Equity Derivatives, Trading Systems, Valuation, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor of Science in Business Administration, International Business w/ concentration in Spanish, Finance w/ concentration in Managerial Finance
Saint Louis University 2006 — 2006
Bachelor of Science (B.S.), International Business and Finance
Wellington Management September 2014 - Present
Cohasset Sailing Club June 2014 - August 2014
Morgan Stanley November 2013 - May 2014
Morgan Stanley September 2010 - November 2013
Morgan Stanley June 2008 - September 2010
Saint Joseph's University September 2005 - May 2008
CP Baker & Company May 2005 - August 2007
Strecker Eye Center, Cohasset, MA April 2004 - August 2005
Beauty & Main, Cambridge, MA April 2003 - April 2004
Skills
Derivatives, Equities, Options, Fixed Income, Financial Services, Trading, Risk Management, Finance, Hedge Funds, Financial Markets, Financial Risk, Equity Derivatives, Trading Systems, Valuation, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor of Science in Business Administration, International Business w/ concentration in Spanish, Finance w/ concentration in Managerial Finance
Saint Louis University 2006 — 2006
Bachelor of Science (B.S.), International Business and Finance
Jessica Naegely's CP Baker & Company Experience October 2014 - June 2015
Job Law Clerk at Bonner Kiernan Trebach & Crociata, LLP
Industry Law Practice
Experience
Bonner Kiernan Trebach & Crociata, LLP August 2015 - Present
Pakrooh & Rahmani, LLC May 2015 - August 2015
CP Baker & Company October 2014 - June 2015
Probate and Family Court May 2014 - September 2014
Marriott at Sable Oaks October 2008 - September 2013
Prudential Financial August 2012 - December 2012
Skills
Hospitality, Microsoft Office, Event Planning, Business Strategy, Analysis, Research, Constituent Services, Speech Writing, Hospitality Industry, Macroeconomics, Microeconomics, Leadership, Customer Satisfaction, Legal Research, Legal Writing, Westlaw, Management, Public Speaking
Education
Suffolk Law School 2013 — 2016
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Southern Maine 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southern Maine Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Bonner Kiernan Trebach & Crociata, LLP August 2015 - Present
Pakrooh & Rahmani, LLC May 2015 - August 2015
CP Baker & Company October 2014 - June 2015
Probate and Family Court May 2014 - September 2014
Marriott at Sable Oaks October 2008 - September 2013
Prudential Financial August 2012 - December 2012
Skills
Hospitality, Microsoft Office, Event Planning, Business Strategy, Analysis, Research, Constituent Services, Speech Writing, Hospitality Industry, Macroeconomics, Microeconomics, Leadership, Customer Satisfaction, Legal Research, Legal Writing, Westlaw, Management, Public Speaking
Education
Suffolk Law School 2013 — 2016
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Southern Maine 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southern Maine Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Gabrielle Zhang's CP Baker & Company Experience June 2012 - Present
Job Incoming Business and Technology Analyst at Deloitte Consulting
Industry Banking
Experience
Deloitte Consulting May 2014 - Present
CP Baker & Company June 2012 - Present
Cornell Behavioral Economics Lab September 2011 - December 2011
BMW Automobile Group June 2011 - 2011
Skills
Microsoft Office, Research, Financial Modeling, Equity Research, Python, Private Equity, Valuation, Bloomberg
Education
Cornell University 2011 — 2015
Bachelor's, Information Science/Studies, Economics
The Ohio State University 2010 — 2011
Bachelor of Business Administration (B.B.A.), finance/ financial math
Northeast Yucai
Deloitte Consulting May 2014 - Present
CP Baker & Company June 2012 - Present
Cornell Behavioral Economics Lab September 2011 - December 2011
BMW Automobile Group June 2011 - 2011
Skills
Microsoft Office, Research, Financial Modeling, Equity Research, Python, Private Equity, Valuation, Bloomberg
Education
Cornell University 2011 — 2015
Bachelor's, Information Science/Studies, Economics
The Ohio State University 2010 — 2011
Bachelor of Business Administration (B.B.A.), finance/ financial math
Northeast Yucai
Shelly Charbonneau Kochanski's CP Baker & Company Experience October 2003 - October 2005
Job Founder of Boating Dog
Industry Marketing and Advertising
Experience
RMS Media Group, Inc. June 2013 - Present
The Boating Dog January 2011 - Present
Middlesex Black Bears August 2011 - Present
Enter My Universe January 2011 - 2013
Larry Piatelli Academy 2010 - March 2011
CurlFriends LLC 2003 - 2008
CP Baker & Company October 2003 - October 2005
MRW, Inc. May 2002 - May 2003
Mosaic Design, Inc September 1993 - May 2002
Skills
E-commerce, Start-ups, Strategic Planning, Product Development, Social Media, Account Management, Retail, Customer Relations, Business Strategy, New Business Development, Business Planning, Marketing Strategy, Online Marketing, Online Advertising, Sales Management, Customer Service, Marketing Communications, Business Development, Management, Integrated Marketing
Education
Fitchburg State University 1982 — 1986
Bachelor of Science in Business Administration, Marketing, Fine Art
Oakmont Regional High School
RMS Media Group, Inc. June 2013 - Present
The Boating Dog January 2011 - Present
Middlesex Black Bears August 2011 - Present
Enter My Universe January 2011 - 2013
Larry Piatelli Academy 2010 - March 2011
CurlFriends LLC 2003 - 2008
CP Baker & Company October 2003 - October 2005
MRW, Inc. May 2002 - May 2003
Mosaic Design, Inc September 1993 - May 2002
Skills
E-commerce, Start-ups, Strategic Planning, Product Development, Social Media, Account Management, Retail, Customer Relations, Business Strategy, New Business Development, Business Planning, Marketing Strategy, Online Marketing, Online Advertising, Sales Management, Customer Service, Marketing Communications, Business Development, Management, Integrated Marketing
Education
Fitchburg State University 1982 — 1986
Bachelor of Science in Business Administration, Marketing, Fine Art
Oakmont Regional High School
David Ashworth David Ashworth's CP Baker & Company Experience November 2008 - May 2009
Job Director of Operations and Marketing
Industry Marketing and Advertising
Experience
Guided Surgery Solutions, LLC June 2015 - Present
TracPoint July 2009 - June 2015
Moker CPA PC / SBIR Business July 2009 - December 2009
CP Baker & Company November 2008 - May 2009
Affinity Marketing Group June 2008 - August 2008
MKS Instruments May 2006 - August 2007
Skills
Microsoft Office, Strategic Planning, Account Management, Microsoft Excel, Microsoft Word, Marketing, Customer Service, Social Media, Social Media Marketing, Marketing Strategy, Operations Management, Entrepreneurship, Market Research, Sales, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship and Marketing
Suffolk University - Sawyer Business School 2006 — 2009
Bachelors, Management, International Business
Guided Surgery Solutions, LLC June 2015 - Present
TracPoint July 2009 - June 2015
Moker CPA PC / SBIR Business July 2009 - December 2009
CP Baker & Company November 2008 - May 2009
Affinity Marketing Group June 2008 - August 2008
MKS Instruments May 2006 - August 2007
Skills
Microsoft Office, Strategic Planning, Account Management, Microsoft Excel, Microsoft Word, Marketing, Customer Service, Social Media, Social Media Marketing, Marketing Strategy, Operations Management, Entrepreneurship, Market Research, Sales, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship and Marketing
Suffolk University - Sawyer Business School 2006 — 2009
Bachelors, Management, International Business
Steffany Nicastro's CP Baker & Company Experience 2005 - 2006
Job Assistant Manager, Fund Services at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies October 2009 - Present
SS&C Technologies August 2006 - October 2009
CP Baker & Company 2005 - 2006
Skills
Fund Accounting, Mutual Funds, Equities, Bloomberg, Financial Services, Hedge Funds, Fixed Income, Investments, Securities
Education
Providence College 2001 — 2005
SS&C Technologies October 2009 - Present
SS&C Technologies August 2006 - October 2009
CP Baker & Company 2005 - 2006
Skills
Fund Accounting, Mutual Funds, Equities, Bloomberg, Financial Services, Hedge Funds, Fixed Income, Investments, Securities
Education
Providence College 2001 — 2005
Kevin Roche's CP Baker & Company Experience October 1999 - May 2000
Job Portfolio Manager at Penn Capital Management
Industry Investment Management
Experience
Penn Capital Management August 2002 - Present
Linsco/Private Ledger Financial Services May 2000 - July 2002
CP Baker & Company October 1999 - May 2000
Fidelity Investments September 1996 - July 1998
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Hedge Funds, Asset Management, Capital Markets, Valuation, Financial Analysis, Mutual Funds, Securities, Asset Allocation, Trading, Alternative Investments, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Finance
The Catholic University of America 1989 — 1993
BA, English
Bishop Egan
Penn Capital Management August 2002 - Present
Linsco/Private Ledger Financial Services May 2000 - July 2002
CP Baker & Company October 1999 - May 2000
Fidelity Investments September 1996 - July 1998
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Hedge Funds, Asset Management, Capital Markets, Valuation, Financial Analysis, Mutual Funds, Securities, Asset Allocation, Trading, Alternative Investments, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Finance
The Catholic University of America 1989 — 1993
BA, English
Bishop Egan
Sandy Lanphear's CP Baker & Company Experience 2004 - 2005
Job Senior eBooks Coordinator at EBSCO Information Services
Industry Publishing
Experience
EBSCO Information Services November 2013 - Present
EBSCO Publishing November 2012 - October 2013
SkyLight Creative July 2011 - November 2012
Discovery Clicks 2006 - November 2012
Clicks 'n Giggles 2006 - November 2012
CP Baker & Company 2004 - 2005
Zoneperfect Nutrition 1996 - 2004
Skills
Social Media Marketing, Email Marketing, Online Marketing, Social Media, Online Advertising, ONIX, Ebooks, Project Management, Online Publishing, Content Management, Digital Libraries, Account Management, Website Development
Education
Boston College
Bachelors, Education
EBSCO Information Services November 2013 - Present
EBSCO Publishing November 2012 - October 2013
SkyLight Creative July 2011 - November 2012
Discovery Clicks 2006 - November 2012
Clicks 'n Giggles 2006 - November 2012
CP Baker & Company 2004 - 2005
Zoneperfect Nutrition 1996 - 2004
Skills
Social Media Marketing, Email Marketing, Online Marketing, Social Media, Online Advertising, ONIX, Ebooks, Project Management, Online Publishing, Content Management, Digital Libraries, Account Management, Website Development
Education
Boston College
Bachelors, Education
Bagus Tjahjono's CP Baker & Company Experience August 1998 - March 2006
Job CEO & Head of Investment Banking at Exemplar Capital
Industry Investment Banking
Experience
Exemplar Companies Inc July 2010 - Present
BT Enterprises, LLC March 2006 - June 2010
CP Baker & Company August 1998 - March 2006
Skills
Investment Banking, Private Equity, Mergers, Corporate Finance, Capital Markets, Equities, Valuation, Venture Capital, Financial Modeling, Investments, Private Placements, Mergers & Acquisitions, Capital
Education
Boston University
JD/MBA
Exemplar Companies Inc July 2010 - Present
BT Enterprises, LLC March 2006 - June 2010
CP Baker & Company August 1998 - March 2006
Skills
Investment Banking, Private Equity, Mergers, Corporate Finance, Capital Markets, Equities, Valuation, Venture Capital, Financial Modeling, Investments, Private Placements, Mergers & Acquisitions, Capital
Education
Boston University
JD/MBA
AJIBADE baker's CP Baker & Company Experience January 1992 - Present
Job ACCOUNTANT at CP Baker & Company
Industry Financial Services
Experience
CP Baker & Company January 1992 - Present
State of Indiana March 1984 - June 2003
Education
Indiana University Bloomington 1979 — 1982
BS, ACCOUNYANT
CP Baker & Company January 1992 - Present
State of Indiana March 1984 - June 2003
Education
Indiana University Bloomington 1979 — 1982
BS, ACCOUNYANT
Harshita Kajaria's CP Baker & Company Experience June 2013 - August 2013
Job Analyst at Deutsche Bank
Industry Higher Education
Experience
Deutsche Bank July 2015 - Present
Courant Institute of Mathematical Sciences May 2014 - Present
University Learning Center September 2013 - Present
Courant Institute of Mathematics Sciences September 2013 - Present
Museum of Mathematics July 2014 - Present
NYU College Cohort Leadership Program August 2014 - May 2015
CP Baker & Company June 2013 - August 2013
Slader August 2012 - December 2012
HSBC InvestDirect (India) Limited May 2012 - August 2012
Skills
Microsoft Office, HTML, Photoshop, LaTeX, Multivariable Calculus, Vector Calculus, Number Theory, Inorganic Chemistry, Copywriting, Mathematics Education, Microsoft Excel, PowerPoint, Microsoft Word, Quantitative Research, Linear Algebra, Editing, Teamwork
Education
NYU 2011 — 2015
Bachelor's degree, Mathematics
New York University 2011 — 2015
Bachelor of Science (BSc), Mathematics
Deutsche Bank July 2015 - Present
Courant Institute of Mathematical Sciences May 2014 - Present
University Learning Center September 2013 - Present
Courant Institute of Mathematics Sciences September 2013 - Present
Museum of Mathematics July 2014 - Present
NYU College Cohort Leadership Program August 2014 - May 2015
CP Baker & Company June 2013 - August 2013
Slader August 2012 - December 2012
HSBC InvestDirect (India) Limited May 2012 - August 2012
Skills
Microsoft Office, HTML, Photoshop, LaTeX, Multivariable Calculus, Vector Calculus, Number Theory, Inorganic Chemistry, Copywriting, Mathematics Education, Microsoft Excel, PowerPoint, Microsoft Word, Quantitative Research, Linear Algebra, Editing, Teamwork
Education
NYU 2011 — 2015
Bachelor's degree, Mathematics
New York University 2011 — 2015
Bachelor of Science (BSc), Mathematics