Chase Bailey Email & Phone Number
Principal, Investment Specialist – Defined Contribution @ Mercer
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Chase Bailey Location
- Charlotte, NC, US
Chase Bailey Work
- 2023 -now Principal, Investment Specialist – Defined Contribution @
- 2020 -2023 Investment Associate @
- 2016 -2020 Investment Analyst @
- 2014 -2016 Portfolio Specialist @ BPV Capital Management - Back Porch Vista
Chase Bailey Education
- University of Tennessee-Knoxville
Bachelor of Arts (B.A.) (Economics)
2004-2008
Chase Bailey Skills
- Investment Consulting
- Defined Contribution
- Business Development
- Institutional Relationship Management
- Investment Advisory
- Portfolio Management
- Financial Advisory
- Investment Strategies
- Manager Selection
- Global Markets
- Mergers and Acquisitions
- Microsoft Office
- Banking Relationships
- SQL
- Financial Reporting
- Management
- Cash Flow Forecasting
- Cash Management
- Risk Management
- Corporate Finance
- Leadership
- Treasury
- Capital Markets
- Strategic Planning
- Global Marketing
- Financial Analysis
- Finance
- Financial Modeling
- Treasury Management
- Strategy
- Wealth Management
- Due Diligence
Chase Bailey Summary
- Chase Bailey, based in Charlotte, NC, US, is currently a Principal, Investment Specialist – Defined Contribution at Mercer. Chase Bailey brings experience from previous roles at NFP and BPV Capital Management - Back Porch Vista. Chase Bailey holds a 2004 - 2008 Bachelor of Arts (B.A.) in Economics @ University of Tennessee-Knoxville. With a robust skill set that includes Investment Consulting, Defined Contribution, Business Development, Institutional Relationship Management, Investment Advisory and more. Chase Bailey has 3 emails and 1 mobile phone numbers on RocketReach.
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