Renee Baker

West Central

Cornerstone Class 39

Payment Plan

Lifetime Member

Banks and Financial Institutions, Diversity Equity and Inclusion, Economic Development, Education, Entrepreneurship, Non-Profit Organizations

With over 25 years of experience in financial services, I'm passionate about promoting wealth management strategies, financial literacy, and diversity within the financial services industry. As an adjunct instructor at the University of South Florida, I teach aspiring business professionals various business topics. I actively mentor next-generation talent and advise several organizations, including serving as chair of the United Way Suncoast Admiral Society and on the board of the Susan G. Komen Breast Cancer Foundation, where I serve as Chair of the Investment Committee. Additionally, I do on the board of Girls Inc Pinellas.

My educational background includes a Bachelor of Science in Finance from Rutgers University, a Master of Business Administration degree from The Pennsylvania State University, and a Doctorate in Business Administration from Wilmington University. Furthermore, I have completed executive education at the Securities Industry Institute, hosted by SIFMA and Wharton, and I hold several securities licenses.
I am humbled to have received recognition and awards within the industry for my contributions. The Pennsylvania State University honored me as the 2021 Smeal Alumni Award Recipient for Diversity Leadership. Financial Planning magazine acknowledged me as one of the "20 People Who Will Change Wealth Management in 2020." Additionally, the Tampa Bay Business Journal recognized me as a 2022 Businesswoman of the Year.

I strive to make a lasting difference in the lives of individuals and communities while embracing the joys and challenges of being a wife, mother of three adult daughters, entrepreneur, and community advocate.

Company