Trish Baker

Trish Baker is an accomplished professional with extensive experience in administrative and operational roles within the financial services industry. Currently serving as an Executive Assistant at Summit Financial, LLC since 2015, Trish previously held the position of Office Manager at Caristia, Kulsar & Wade, LLC, where responsibilities included overseeing firm operations, managing administrative systems, and handling client services. Trish also served as Director of Operations at J. Velocci & Associates, overseeing daily operations, financial processes, and customer service. Prior experience includes a lengthy tenure as Director of Quality Control at Mills and DeFilippis, CPAs LLP. Trish Baker holds an Associate's Degree in Business Administration from County College of Morris, with additional education at Old Dominion University.