Nicole Bailey has been working as a Managing Director, Chief Financial Officer in Private Family Office since 2020. Additionally, Nicole has professional experience at more than 16 companies in the relevant field. Nicole has a total work experience of 25+ years. Nicole Bailey studied at the College For Financial Planning from 2013 to 2015. Currently this expert lives in Tuftonboro, New Hampshire region. Find this professional's current phone and email through our search.
Name variants:
Nicky Bailey,
Nicki Bailey,
Nikki Bailey,
Nikky Bailey
Last updated Jun 10, 2024
Contact Information
Last Update
Jun 24, 2022
Email
nb**@ballentinepartners.com, ni**@endurance.com, ni**@gmail.com
Location
Tuftonboro, NH
Company
Workplace
Colleagues
Work History
Philanthropic Advisor
Assist a private family in meeting their charitable giving goals, while thoughtfully focusing on social impact (both locally and globally) and continually exploring opportunities to further ...
from Aug 2018
Corporate Director of Strategic Planning
9931 Corporate Campus Dr SUITE 1400, Louisville, KY 40223
Advisor to the executive team on global organizational structure, strategic initiatives, and finance. Act as a liaison between various SMEs. Assess and manage legal, accounting and tax impac...
from Jun 2018
Head of Asset Management
185 Dartmouth St, Boston, MA 02116
Ensure that investments are developed, operated, maintained and expanded efficiently. Jump Ventures is a scalability infusion firm focused on creating, acquiring, funding and launching innov...
from Jun 2018
Managing Director and Wealth Advisor
Portland, ME
Focused on designing, developing and incorporating an ultra affluent Family Office practice into an established private wealth management firm, specializing in progressive investment and wea...
Oct 2017 — Jun 2018
Chief of Staff
10 Corporate Dr, Burlington, MA 01803
Endurance International Group (NASDAQ: EIGI) helps millions of small businesses realize their dreams. The company equips small businesses worldwide with products and technology to power thei...
May 2016 — Sep 2017
Senior Client Advisor, Managing Director
230 3Rd Ave FLOOR 6, Waltham, MA 02451
Provided comprehensive investment and family office services to wealthy families, entrepreneurs and public/private company executives. Services were scaled to meet the breadth of the clients...
Sep 2011 — Apr 2016
Director of Upper School Admission
1114 Orangeburg Rd, Summerville, SC 29483
● Enrolled 100
new students yearly
● Managed and awarded 750k
in financial aid
● Prepared and issued over 100 I-20’s for international students
● Organized open houses, parent receptio...
from Mar 2009
Licensed Financial Specialist and Banker Ii
420 Montgomery St, San Francisco, CA 94129
Comprehensive investment and banking solutions for individuals and small businesses. The depth of services included: financial profiling, portfolio analysis and investment advisement, tradit...
Nov 2007 — Apr 2011
Branch Manager
520 Gervais St, Columbia, SC 29201
● Established new clients by making outside business calls
● Managed all human resource processes for 5 branch employees
● Completed monthly and annual performance appraisals
● Ensured l...
Mar 2007 — Jun 2009
Branch Manager
600 Corporate Park Dr St, Louis, MO
Managed daily operations which included: driving the profitability of the operation through customer service, sales, business development, cost control, eliminating bad debt and negotiating...
Jun 2005 — Nov 2007
Financial Center Manager
420 Montgomery St, San Francisco, CA 94129
● Implemented strategies to achieve production goals, including loans and investments
● Oversaw teller team appraisals, career development plans and interviews
● Mentored new financial ce...
Jan 2002 — Aug 2007
Financial Specialist Ii
Actively profiled new and existing clients, providing financial solutions such as deposits, loans, mortgages and investments.
Managed client relationships in the Book of Business to maximi...
Jan 1996 — Jan 2000
Education
2013 — 2015
2007 — 2011
2000 — 2004
1988 — 1990
Occupations
Executive
Chief Executive Officer
Financial Director
Advisor
Corporate Executive
Chief Executive
Financial Officer
Financial Manager
Skills
Series 65
Strategic Financial Planning
Wealth Management
High Net Worth Individuals
Multi Generational Planning
Estate Planning
Cash Flow Forecasting
Fiscal Business Planning
Leadership
Public Speaking
Team Building
Communication
Event Planning
Marketing
Interviewing
Management
Customer Service
Microsoft Office
Research
Microsoft Word
Powerpoint
Teaching
Social Media
Training
Strategic Planning
Coaching
English
Staff Development
Event Marketing
Facebook
Event Management
Volunteer Management
Membership Relations
Membership Growth
Adobe Creative Suite
Indesign
Constant Contact
Association Management
Association Memberships
Trade Associations
Marketing Communications
Marketing Strategy
Advertising
Market Research
Social Networking
Social Media Marketing
Public Relations
Fundraising
Sponsorship
Nonprofits
Time Management
Project Planning
Marketing Research
Email Marketing
FAQs about Nicole Bailey
What is the main profession of Nicole Bailey?
This professional's job is Managing Director, Chief Financial Officer
What jobs is Nicole a professional at?
Nicole Bailey is proficient at Executive and Chief Executive Officer jobs.
Where does Nicole Bailey currently live?
They lives in Tuftonboro, New Hampshire.
Does the professional have the email address?
nb**@ballentinepartners.com and ni**@endurance.com is Nicole Bailey's email address.
How many companies did Nicole Bailey work at?
The professional worked at 16 jobs.
What education does Nicole Bailey have?
Nicole studied at the College For Financial Planning from 2013 to 2015.
What languages does Nicole Bailey speak?
Nicole Bailey speaks English.
Are there any industries, that Nicole Bailey is connected to?
This professional works in Education Management industry.