Updated August 2026

Renée Baker, DBA

Educator, former Chief Marketing Officer, entrepreneur, author, and speaker connecting strategic communication, financial services, artificial intelligence, trust, and professional readiness.

Artificial IntelligenceAdvertising & MediaTrust & PersuasionStrategic CommunicationFinancial ServicesStudent Success
01

Academic appointments

Teaching grounded in practice.

Visiting Assistant Professor of Instruction

Zimmerman School of Advertising & Mass Communications, University of South Florida

Courses: Advertising Management, two sections; Media Planning for Advertising; Portfolio Building.

Adjunct Faculty

Zimmerman School of Advertising & Mass Communications, University of South Florida

Courses taught: Advertising Management, 2018–2026; Media Planning for Advertising, 2023–2026.

Adjunct Professor of Marketing

Wilmington University, College of Business

Courses taught: BMK 305 Marketing; BMK 400 Social Media Marketing; BMK 413 Marketing Management; BMK 471 Mobile and Digital Marketing.

02

Teaching experience

Courses and classroom impact.

ADV 4600

Advertising Management

2018–present · Two sections in Fall 2026

ADV 3300

Media Planning for Advertising

2023–present

ADV 4710

Portfolio Building

2026–present

Teaching effectiveness and curriculum innovation Open +
  • Taught approximately 600 Zimmerman School students through 2026.
  • Fall 2025 overall instructor rating of 4.81 across 73 students.
  • Designed the Zimmerman Student Talent Book initiative.
  • Co-facilitated a USF faculty workshop on responsible AI integration.
  • Use live clients, constrained budgets, structured critique, and executive presentation standards to build professional judgment.
03

Research and published work

Trust, persuasion, and high-stakes communication.

Book

Abundance Unleashed: Redefining Wealth & Success

Manuscripts Press, 2026. Available in print and audiobook formats.

Manuscript in development

Algorithmic trust and the advertising imperative

A conceptual framework for generative AI, persuasion, and compliance in regulated financial-services communication.

Manuscript in development

Generative AI and advertising intermediation

Examines walled gardens, hybridized gardens, and the model layer as an evolving architecture of advertising intermediation.

View research, publications, and articles
Selected media and public commentary Open +

WFLA Bloom Tampa Bay
Recurring broadcast contributor, 2024–2026

WalletHub
Expert contributor on credit access and credit-building strategies, 2025.

The Unleashed Life
Podcast host

04

Industry and executive leadership

From Wall Street to the classroom.

Founder and Chief Executive Officer

The RBI Group

Strategic advisory work with registered investment advisors, asset managers, and financial-advisor enterprises, grounded in brand strategy, integrated communication, trust, and regulatory context.

Head, Private Client Group Advisor Inclusion Networks

Raymond James Financial

Led national strategy and operations for advisor networks supporting recruitment, retention, professional development, and advancement.

Chief Marketing Officer

Raymond James Investment Management

Set global brand and marketing strategy for seven affiliate investment-management brands across institutional and retail channels.

Senior marketing and communication leadership

Leading Wall Street and global financial-services firms

Held progressively senior roles spanning brand, content, product marketing, demand generation, investor communication, and integrated campaigns.

Selected earlier executive roles Open +

Senior Manager, Marketing and Closed-End Funds Investor Relations
abrdn, formerly Aberdeen Standard Investments · 2014–2017

Institutional Marketing Lead
OppenheimerFunds, now Invesco · 2013–2014

Vice President, Marketing
Walkers · 2010–2012

Vice President, Institutional Marketing
J.P. Morgan Asset Management · 2008–2010

05

Honors and recognition

Selected distinctions.

2026

Strong Woman Award, Girls Inc. of Pinellas County

2026

Women You Need to Know, St. Pete Life Magazine

2025

Luminaries with Heart Award, ThinkAdvisor

2025

Advisory Board Impact Award, Florida Financial Educators Council

2023

50 Top Distinguished Professionals Under 50, Association of African American Financial Advisors

2022

BusinessWoman of the Year, Tampa Bay Business Journal

2021

Global Top 100 Executive Allies, LGBT Great

2021

IA25 List for Industry VIPs, ThinkAdvisor

2021

Diversity Leadership Award, Penn State Smeal College of Business

2020

20 People Who Will Change Wealth Management, Financial Planning

2020

Jamie E. DePeau Leadership Award, Financial Communications Society

2018

CMO Leadership Award, The CMO Club

2017

Rising Stars of Financial Marketing, Gramercy Institute

2016

Rising Stars of Mutual Funds, Fund Action/Fund Direction

06

Academic, professional, and community service

Leadership beyond the title.

01

EmpowerHERment

Board Chair

02

Leadership Florida

Lifetime Member, Cornerstone Class 39; West Central Regional Chair, 2025–2026

03

United Way Suncoast

Board Member; former Chair, Admiral Society

04

IDEA Public Schools Florida

Board Chair

05

National Financial Educators Council

Florida Advisory Council

06

Athena Society

Member

07

Zimmerman School Advisory Council

Member

08

Susan G. Komen

National Board Member, 2021–2024; Chair, Investment Committee, 2022–2024; inaugural Tampa Bay walk event chair

09

Wilmington University College of Business

Marketing Advisory Committee, 2021–2025

010

University of South Florida

Corporate Mentor, 2019–2025

011

American Corporate Partners

Veteran Mentor, 2020–2022

012

American Stage Theatre

Former Board Member and Co-Chair, Equity, Diversity & Inclusion

013

The CMO Club, Tampa Bay

Former President

Selected presentations Open +

2026Golden Table Talk: Metamorphosis in Real LifePanelist, Mt. Zion Progressive Missionary Baptist Church

2026Wit, Wisdom & WomenFeatured speaker, Athena Society · Leadership, abundance, and success

2026Association for Education in Journalism and Mass Communication Law Division PreconferencePanelist

2026IQONIK Talks at The Speaking Industry ExpoPositioned for Profit

2026AI Insights SummitAI Unleashed

2026Women Entrepreneurship ConferenceKeynote, Power to Powerful

2026Junior Achievement Tampa Bay, 3DE EmpowerHerKeynote

2026AI Innovation SummitPositioned for Profit

2025The Value EquationPrivate financial-industry forum

2025Edward Jones B.E.L.I.E.V.E. WorkshopB.E.L.I.E.V.E. in Your Brand

2024Jump$tart National Educator ConferenceWhat Does This Look Like Tomorrow?

2024Women Leaders AssociationTransform Your Marketing

2024InformaConnect EDGE ConferenceFeatured speaker

2023Civility ExpertsCivility and Leadership

2023Black Wealth SummitFinancial Empowerment

2022TEDxEustisWhat We Get Wrong About the Racial Wealth Gap

07

Professional credentials

Applied expertise, formally developed.

AI and innovation capabilities

AI and automation strategyResponsible AI adoption and governanceAI-enabled marketing and communication transformationBusiness-use-case identification and prioritizationHuman oversight, attribution, and algorithmic trustCross-functional implementation with executive, data, technology, and revenue teamsAI integration in advertising, media, and regulated industriesExecutive education and organizational readiness
01

Certified AI Consultant

AI InnoVision

02

Generative AI Certification

University of South Florida

03

Certified Financial Education Instructor

National Financial Educators Council

04

Registered Corporate Coach

Worldwide Association of Business Coaches

Additional training credentials Open +
  • Master Certified Civility Trainer®, Civility Experts
  • Courtesy Coach®, Civility Experts
  • Civility at Work Trainer®, Civility Experts