Donald Bailey Email & Phone Number
Managing Partner, Twin Oaks Wealth Partners | Senior Financial Advisor, RJFS
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Donald Bailey Location
- Plano, TX, US
Donald Bailey Work
- Managing Partner, Twin Oaks Wealth Partners | Senior Financial Advisor, RJFS @ Twin Oaks Wealth Partners (September 2019 - Present)
- Senior Vice President and Senior Portfolio Manager @ (November 2011 - September 2019)
- Senior Vice President and Senior Portfolio Manager @ Merrill Lynch (November 2006 - November 2011)
- Senior Vice President - Wealth Management and Senior Investment Mgmt. Consultant and Portfolio Manager @ (January 1990 - November 2006)
Donald Bailey Education
- The University of Tulsa
BSBA (Finance)
1983-1987 - Jesuit College Preparatory School
Dallas
1979-1983
Donald Bailey Skills
- Project Management
- Portfolio Management
- Financial Services
- Strategy
- Services
- Investment Banking
- Capital Markets
- Fixed Income
- Equities
- Reference Data
- Derivatives
- KYC
Donald Bailey Summary
- Donald Bailey, based in Plano, TX, US, is currently a Managing Partner, Twin Oaks Wealth Partners | Senior Financial Advisor, RJFS at Twin Oaks Wealth Partners. Donald Bailey brings experience from previous roles at UBS Financial Services, Inc., Merrill Lynch and Smith Barney. Donald Bailey holds a 1983 - 1987 BSBA in Finance @ The University of Tulsa. With a robust skill set that includes Project Management, Portfolio Management, Financial Services, Strategy, Services and more. Donald Bailey has 1 mobile phone numbers on RocketReach.
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