Aaron Bailey Email & Phone Number
Private Wealth Advisor @ Digital Wealth Partners
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Aaron Bailey Location
- Clovis, CA, US
Aaron Bailey Work
- Private Wealth Advisor @ (January 2026 - Present)
- Retirement Income Investment Advisor @ (August 2025 - January 2026)
- Financial Advisor @ (October 2024 - June 2025)
- Investment Counselor @ (August 2023 - October 2024)
- Sales Operations Analyst @ (August 2021 - August 2023)
- Client Development Sales Specialist @ (December 2019 - August 2021)
- Client Development Associate @ (June 2019 - December 2019)
- Portfolio Evaluation Analyst @ (May 2019 - June 2019)
- Senior Associate Portfolio Evaluation Group @ (June 2018 - May 2019)
- Portfolio Evaluation Associate @ (July 2017 - June 2018)
- Quantitative Economics major, with a Mathematics minor. @ (September 2015 - June 2017)
- Laborer Foreman @ (July 2012 - April 2014)
- Construction Project Manager @ US Naval Mobile Construction Battalion 40 (February 2007 - September 2012)
- Builder @ (October 2003 - September 2012)
- Airframes Assistant Shop Supervisor @ (October 2003 - January 2007)
- Airframes Assistant Shop Supervisor @ Helicopter Sea Combat Squadron 21 (October 2003 - January 2007)
Aaron Bailey Education
- Portland State University
Bachelor’s Degree (Econometrics and Quantitative Economics with a minor in Mathematics.)
2015-2017 - Clark College
Associate of Arts and Sciences (A.A.S.) (Economics)
2014-2015 - Naval Construction Training Center 2007-2012
- American Concrete Institute
ACI Certification (Concrete flatwork and finishing technician)
Aaron Bailey Skills
- Account Reconciliation
- Active Listening
- Analytical Skills
- Analytical Support
- Asset Management
- Attention to Detail
- Business
- Client Relations
- Client Services
- Coaching
- Commission Analysis
- Communication
- Compensation Planning
- Conflict Resolution
- Critical Thinking
- Cross-functional Initiatives
- Customer Relationship Management (CRM)
- Data Analysis
- Data Manipulation
- Document Management
- Economics
- Fiduciary
- Financial Advisory
- Financial Analysis
- Forecasting
- Inside Sales
- Investment Advisory
- Lead Generation
- Lead Qualification
- Market Analysis
- Market Research
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Operations
- Outside Sales
- Phone Etiquette
- Pivot Tables
- Planning
- Presentation Skills
- Problem Solving
- Process Improvement
- Project Management
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Sales & Marketing
- Sales Commission
- Sales Development
- Sales Operations
- Sales Processes
- Sales Strategy
- Statistical Analysis
- Time Management
- Troubleshooting
- Wealth Management Services
Aaron Bailey Summary
- Aaron Bailey, based in Clovis, CA, US, is currently a Private Wealth Advisor at Digital Wealth Partners. Aaron Bailey brings experience from previous roles at Annualife, PCM Encore and Fisher Investments. Aaron Bailey holds a 2015 - 2017 Bachelor’s Degree in Econometrics and Quantitative Economics with a minor in Mathematics. @ Portland State University. With a robust skill set that includes Account Reconciliation, Active Listening, Analytical Skills, Analytical Support, Asset Management and more. Aaron Bailey has 2 emails and 2 mobile phone numbers on RocketReach.
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