The Baker Group LP
Kathryn Phillips has extensive work experience in the finance and auditing industry. Kathryn began their career at ARTHUR ANDERSEN in 1997 as a Senior Auditor and held this role until 2002. Following their time at ARTHUR ANDERSEN, Kathryn joined EY as a Senior Auditor from 2002 to 2003. In 2003, they moved to The Baker Group LP where they initially served as a CFO and later became the CFO and COO. Kathryn is currently holding this position at The Baker Group LP.
Kathryn Phillips completed their Bachelor of Science (B.S.) degree in Accounting from the University of Oklahoma between 1992 and 1996. In addition to their degree, they also hold certifications such as Certified Public Accountant (CPA) from the Oklahoma Society of CPAs and Series 7, 24, 27, and 63 from the Financial Industry Regulatory Authority (FINRA).
The Baker Group LP
Since 1979, The Baker Group has provided investment portfolio and interest rate risk management to community banks nationwide. Our approach of total resource integration utilizes software and products developed by Baker’s Software Solutions along with the firm’s investment experiences and advice. One phone call allows you to discuss both your interest rate risk and investment portfolio strategy. No outsourcing here — while other brokers/dealers talk the talk, The Baker Group continues to practice what it has preached for more than three decades.