Brian Baik
Senior Associate at Aristotle
Based in Los Angeles, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Los Angeles
Industry
Investment Management
Company size
269
Contact information
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b•••••••@aristotlecap.com
Phone
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Background
About Brian Baik
I bring expertise in investment operations and client services with a focus on managing and streamlining client activities—such as onboarding new accounts, processing money movements, and guiding major account transitions. I also have hands-on experience executing and facilitating institutional and retail equity & fixed-income trades in high volume. With a foundation in operations and hands-on marketing experience in the RIA and Mutual Funds sectors, I specialize in executing RFPs/RFIs and publishing contents in line with FINRA guidelines. I’m passionate about blending data-driven insights with creative strategies to enhance brand visibility and fuel business growth. Currently, I’m pursuing an MBA degree in Finance at the Drucker School of Management, Claremont Graduate University.
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