Donald Bailey Email & Phone Number
Managing Partner
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Donald Bailey Location
- Plano, TX, US
Donald Bailey Work
- 2019 -now Managing Partner @ Twin Oaks Wealth Partners
- 2011 -2019 Senior Vice President and Senior Portfolio Manager @
- 2006 -2011 Senior Vice President and Senior Portfolio Manager @ Merrill Lynch
- 1990 -2006 Senior Vice President - Wealth Management and Senior Investment Mgmt. Consultant and Portfolio Manager @
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 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.
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