Ellen Bailey Email & Phone Number

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Founder, Transition Specialist, Speaker and Educator @ (January 2026 - Present)
Managing Director, Advisor Development and Business Strategy @ (January 2025 - June 2026)
Head of Wealth Management Training, Education and Certification at Wilmington Trust @ (September 2023 - June 2024)
Head of Advisor Development - Executive Director @ (March 2022 - September 2023)
Head of Early Advisor Development - Executive Director @ (September 2019 - April 2022)
Strategist, Advisor Development - Executive Director @ (September 2018 - August 2019)
Family Wealth Director, SVP Investments @ (April 2008 - September 2018)
Senior Advisor Private Wealth Management, Corporate Client Group Director @ (October 1996 - March 2008)

Ellen Bailey, based in Harrison, NY, US, is currently a Founder, Transition Specialist, Speaker and Educator at Pontem Advisors, LLC. Ellen Bailey brings experience from previous roles at Elements Consulting LLC, Wilmington Trust and Morgan Stanley. Ellen Bailey holds a 1990 - 1994 BA in Field Hockey, Squash, Kappa Kappa Gamma @ Colgate University. With a robust skill set that includes Research, Microsoft Office, Community Outreach, Investments, Strategic Planning and more. Ellen Bailey has 1 emails and 5 mobile phone numbers on RocketReach.