Ellen Bailey Email & Phone Number
Founder, Transition Specialist, Speaker and Educator
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Ellen Bailey Location
- Harrison, NY, US
Ellen Bailey Work
- 2026 -now Founder, Transition Specialist, Speaker and Educator @ Pontem Advisors, LLC
- 2025 -2026 Managing Director, Advisor Development and Business Strategy @
- 2023 -2024 Head of Wealth Management Training, Education and Certification at Wilmington Trust @
- 2022 -2023 Head of Advisor Development - Executive Director @
- 2019 -2022 Head of Early Advisor Development - Executive Director @
- 2018 -2019 Strategist, Advisor Development - Executive Director @
- 2008 -2018 Family Wealth Director, SVP Investments @
- 1996 -2008 Senior Advisor Private Wealth Management, Corporate Client Group Director @
Ellen Bailey Education
- Colgate University
BA (Field Hockey, Squash, Kappa Kappa Gamma)
1990-1994 - Westminster School 1987-1990
Ellen Bailey Skills
- Research
- Microsoft Office
- Community Outreach
- Investments
- Strategic Planning
- Project Management
- Strategy
- Leadership
- Custom Content Creation
- Loans
- Financial Services
- Valuation
- Management
- Portfolio Management
Ellen Bailey Summary
- 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.
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