Jonathan Bailey Email
Client Advisor @ The Joseph Group Capital Management
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Jonathan Bailey Location
- Columbus, OH, US
Jonathan Bailey Work
- Client Advisor @ (November 2025 - Present)
- Associate Financial Advisor @ (July 2024 - November 2025)
- Financial Coach @ (January 2018 - July 2024)
- Office Manager @ (January 2014 - January 2018)
- Business Account Manager @ (July 2013 - January 2014)
- Account Executive @ (January 2012 - July 2013)
- Territory Manager @ Victory Pharma (January 2011 - July 2011)
- Outside Sales Representative @ (September 2007 - June 2010)
- Marketing Manager @ (April 2004 - August 2007)
- Inside Telephone Sales Representative @ (April 2003 - April 2004)
Jonathan Bailey Education
- Bryant University
Certificate of Financial Planning (CFP) (Financial Planning and Services)
2019-2020 - University of Montevallo
B.S. in Business (Management - Michael E. Stephens College of Business)
1999-2003 - Grissom High School 1995-1999
Jonathan Bailey Skills
- Account Management
- B2B
- Budgets
- Business Development
- Cloud Computing
- Cold Calling
- Customer Acquisition
- Customer Retention
- Customer Service
- Direct Sales
- Leadership
- Management
- Marketing
- Marketing Strategy
- New Business Development
- Pharmaceutical Sales
- Product Development
- Product Management
- Sales
- Sales Management
- Sales Operations
- Sales Process
- Salesforce.com
- Selling
- Solution Selling
- Strategic Planning
- Team Building
- Telecommunications
- Training
- Unified Communications
- Wireless
Jonathan Bailey Summary
- Jonathan Bailey, based in Columbus, OH, US, is currently a Client Advisor at The Joseph Group Capital Management. Jonathan Bailey brings experience from previous roles at rebel Financial and WOW! Internet, Cable & Phone. Jonathan Bailey holds a 2019 - 2020 Certificate of Financial Planning (CFP) in Financial Planning and Services @ Bryant University. With a robust skill set that includes Account Management, B2B, Budgets, Business Development, Cloud Computing and more. Jonathan Bailey has 1 emails on RocketReach.
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