Since 2019, Claire A Bailey has been working in Institute For Private Investors situated 4, 4. This person is an experienced Director, Business Development with over 21 years of work experience. According to Claire's resume and work profile, Claire has worked at more than 11 places with numerous backgrounds and got different skills. Claire attended school at the Colgate University from 1979 to 1983. Claire has professional certification as Finra Registered Representative, Series 7 and Registered Investment Advisor, Series 65 and this professional has studied French and Spanish. Claire can be found in Wayne, Pennsylvania – where this person currently lives. You can search for this professional's email address and phone number. We can also provide you with detailed contact information upon request.
Name variants:
Clara Bailey
Last updated Jul 07, 2024
Contact Information
Workplace
Director, Business Development
New York, NY
Industry
Investment Management, Business Services, School/Educational Services Business Services
Colleagues
Work History
Director, Business Development
17 State St, New York, NY 10004
A private membership organization offering non-commercial investor education, peer-to-peer networking and an online community to over 1,000 ultra-high-net-worth investors from over 30 countr...
from Jan 9, 2019
Foundation and Private Investment Manager
Manage all aspects of closely held Foundation and Single Family Office (SFO), providing family governance, financial / investment counsel, philanthropy coordination, and succession planning,...
2017 — Jan 2019
Director, Business Development
A private membership organization offering non-commercial investor education, peer-to-peer networking and an online community to over 1,000 ultra-high-net-worth investors from over 30 countr...
from Jan 2019
Vice President of Business Development
Developed new and expanded existing distribution channels for liquid strategies through RIAs, broker / dealers, institutional and retail investors. Managed all aspects of non-deal roadshows ...
2015 — 2017
Management Consultant
Provided business development, sales, and marketing for various investment advisory firms, working both independently and collaboratively with their investment advisory services team. Provid...
2011 — 2015
Managing Director
Two designated minority execution firms – one service-disabled veteran-owned (SDVOSB) and one woman owned (MWBE). Marketed institutional broker / dealer trading services (equity, fixed incom...
2010 — 2011
Marketing Director
442 Lincoln Ave SUITE 2B, Steamboat Springs, CO 80487
Responsible for presenting US Large Cap Growth Manager to institutional investors and their consultants. > Generated $30mm institutional separate account opportunity for Penn Square Real Est...
2008 — 2009
Sales and Business Development Consultant
Providing part-time consulting, developed and managed execution of targeted capital funding strategies for both private placement and publicly traded investment strategies for regional broke...
2004 — 2007
Managing Director
2929 Arch St SUITE 1550, Philadelphia, PA 19104
Developed strategy and raised assets for hedge fund of funds / private equity fund of funds through the association of Attalus Capital with HAMILTON LANE. > Developed sub-advisory joint vent...
2001 — 2003
Managing Director
67 Mason St, Greenwich, CT 06830
Managed sales to consultants and direct to institutions for structured fixed income products developed by Xavier Urpi, an original architect of the Lehman Aggregate Index. > Successfully rai...
1998 — 2000
Director
1735 Market St SUITE 1800, Philadelphia, PA 19103
Expanded and upgraded quality of national pension consulting firm relationships. > Raised $730mm in assets, $3mm revenues, 43% invested in new products. > Opened 1st Taft-Hartley account, al...
1994 — 1998
Education
Occupations
Executive
Director
Investor
Government Official
Premier
Professor
School Principal
Manager
Philanthrope
Real Estate Broker
Licensed Real Estate Broker
Athlete
Jockey
Operations Manager
Government Service Executive
Chief Executive
School Administrator
Educational Manager
Non-Profit
Property Manager
Real Estate Manager
Horse Racer
Racer
Skills
Investments
Trading
Investment Management
Strategic Planning
Hedge Funds
Management
Portfolio Management
Contract Negotiation
Construction
Business Strategy
Sales
Business Development
Start Ups
Strategy
Negotiation
Risk Management
Finra
Mutual Funds
Marketing
New Business Development
Real Estate
Business Analysis
Marketing Strategy
Business Planning
Microsoft Office
Budgets
Sales Management
Equities
Asset Management
Fixed Income
Capital Markets
Alternative Investments
Fund of Funds
Foundations
Financial Services
General Securities Registered Representative
Registered Investment Advisor
Finance
Financial Advisory
Family Office
Investment Strategies
Investment Advisory
Funding
Leadership
FAQs about Claire A Bailey
What's the main profession of Claire A Bailey?
The expert is a Director, Business Development.
What are the profession of This professional?
These person's professions are Executive and Director
Where does Claire A Bailey currently live?
Wayne, Pennsylvania is the place where Claire A Bailey currently lives
Where did Claire A Bailey work?
The professional worked at Institute For Private Investors, Privately Held Foundation.
What education does Claire A Bailey have?
Claire studied at the Colgate University from 1979 to 1983.
What are the certifications of Claire A Bailey?
This expert received the following certifications: Finra Registered Representative, Series 7, Registered Investment Advisor, Series 65, and Uniform Securities Agent, Series 63.
What languages does Claire A Bailey speak?
Claire A Bailey speaks French, Spanish, and English.
Are there any special industries, that Claire A Bailey is connected to?
Claire works in Education Management industry.