Claire Bailey Email & Phone Number
Founder and Managing Director
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Claire Bailey Location
- Florida, United States
Claire Bailey Work
- Founder and Managing Director @ CB Financial Service (May 2026 - Present)
- Senior Wealth Advisor @ (June 2025 - June 2026)
- Senior Vice President Business Development @ (November 2023 - May 2025)
- Senior Registered Representative @ (September 2023 - May 2024)
- Vice President, Private Partnership Group @ (September 2022 - June 2023)
- Director of Business Development @ Augustus (September 2020 - July 2022)
- Director of Business Development @ (January 2019 - May 2020)
- Vice President of Business Development @ (February 2015 - January 2017)
- Vice President of Business Development @ (July 2008 - December 2009)
- Managing Director @ Attalus Capital (January 2001 - January 2003)
- Vice President of Business Development @ Cypress Asset Management (January 1998 - January 2000)
- Managing Director @ (January 1995 - January 1998)
- Assistant Vice President @ (January 1992 - January 1994)
Claire Bailey Education
- Colgate University
BA (Field Hockey, Softball, Debate, Foreign Study Groups)
- The Agnes Irwin School
High School Diploma
Claire Bailey Skills
- Contract Negotiation
- Real Estate
- Investments
- Construction
- Business Strategy
- Strategic Planning
- Microsoft Office
- Business Analysis
- Start-ups
- Sales
- Hedge Funds
- Mutual Funds
- Marketing Strategy
- Portfolio Management
- New Business Development
- Management
- Trading
- Budgets
- Negotiation
- Business Development
- Marketing
- Business Planning
- Sales Management
- Risk Management
- FINRA
- Investment Management
- Strategy
- Alternative Investments
- Leadership
- Financial Advisory
- Registered Investment Advisor
- Fixed Income
- Start Ups
- Capital Markets
- Finance
- Investment Advisory
- Fund of Funds
- Financial Services
- Equities
- General Securities Registered Representative
- Family Office
- Investment Strategies
- Asset Management
- Foundations
- Funding
Claire Bailey Summary
- Claire Bailey, based in Florida, United States, is currently a Founder and Managing Director at CB Financial Service. Claire Bailey brings experience from previous roles at Legacy Private Client Services, National Brokerage Atlantic, Inc., Great Point Capital LLC and Group RMC. Claire Bailey holds a BA in Field Hockey, Softball, Debate, Foreign Study Groups @ Colgate University. With a robust skill set that includes Contract Negotiation, Real Estate, Investments, Construction, Business Strategy and more. Claire Bailey has 2 emails and 2 mobile phone numbers on RocketReach.
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