Dave Bailey Email & Phone Number
Director Financial Planning @ Edelman Financial Engines
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Dave Bailey Location
- Cincinnati, OH, US
Dave Bailey Work
- 2022 -now Director Financial Planning @
- 2021 -2022 Financial Advisor @
- 2020 -2021 Wealth Advisor @
- 2018 -2020 Investment Executive @
- 2014 -2018 Manager @
- 2012 -2014 Financial Sales @
- 2010 -2012 Institutional Sales @
- 2008 -2010 Inside Sales @
- 1999 -2004 Financial Representative @
Dave Bailey Education
- University of Cincinnati
Bachelor's Degree (Business, Management, Marketing)
1993-1997
Dave Bailey Skills
- Management
- Financial Planning
- Customer Service
- Public Speaking
- Insurance
- Time Management
- Strategic Planning
- Series 7
- Sales
- Retirement Planning
- Portfolio Management
- Series 10
- Investments
- Investment Advisory
- Series 9
- Leadership
- Microsoft Excel
Dave Bailey Summary
- Dave Bailey, based in Cincinnati, OH, US, is currently a Director Financial Planning at Edelman Financial Engines. Dave Bailey brings experience from previous roles at CUSO Financial Services, LPL Financial, Fifth Third Securities and Scottrade. Dave Bailey holds a 1993 - 1997 Bachelor's Degree in Business, Management, Marketing @ University of Cincinnati. With a robust skill set that includes Management, Financial Planning, Customer Service, Public Speaking, Insurance and more. Dave Bailey has 2 mobile phone numbers on RocketReach.
Looking for a different Dave Bailey?
Find contact details for 700 million professionals.
Others Named Dave Bailey
Dave Bailey
CEO and Founder
London, GB
Dave Bailey
Chief Operating Officer
Sheffield, GB
Dave Bailey
President and CEO
Warsaw, IN, US
Dave Bailey
Director, Business Applications Specialist
Tuxedo Park, NY, US
Dave Bailey
President
Florida, United States
Dave Bailey
Co-Founder
England, United Kingdom
Dave Bailey
President
Ogden, UT, US
Dave Bailey
Managing Director | Consumer and Retail
New York, NY, US
Dave Bailey
CEO
New Jersey, United States
Top Edelman Financial Engines Employees
Brian Babineau
SVP, Head of Brand
Lexington, MA, US
Gregory Corso
Chief Marketing Officer
New York, NY, US
Megan Hanley
Chief Marketing Officer
San Francisco, CA, US
Shreedhar Ganapathy
Vice President, Software Engineering
Santa Clara, CA, US
Greg Why
Chief Transformation Officer
Boston, MA, US
Joey Miller
Vice President, Head of M and A
Chicago, IL, US
Elizabeth Hansen
Chief Compliance Officer
Olathe, KS, US
Gwen Moore
Vice President Human Resources
Phoenix, AZ, US
Steven Gaven
Chief Financial Officer
Boston, MA, US
Andrew Tilli
Chief Information Security Officer
Atlanta, GA, US
Dan Chaparian
VP, Head of Institutional Marketing and Product Strategy
California, United States
Amin Dabit
SVP of Wealth Strategy
Denver, CO, US
David Goldberg
SVP, Chief Data and Analytics Officer
New York, NY, US
Kjersti Hanneman
Vice President
Minneapolis, MN, US
Shawn Lawson
VP Secure Infrastructure and IT
Phoenix, AZ, US
Lauren Demarzo
Vice President, FP and A
Annapolis, MD, US
Janella Matter
Vice President Program Management
Austin, TX, US
Valerie Pimenta
Chief People Officer
United States
Kelly Odonnell
President, Employer Solutions
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co