Tricia Bailey Email & Phone Number
Senior Manager @ Cascade Investment Compliance & Verification Services, LLC
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Tricia Bailey Location
- Kansas City, MO, US
Tricia Bailey Work
- Senior Manager @ (September 2025 - Present)
- Senior Manager - GIPS @ (January 2022 - January 2025)
- Lead Analyst - GIPS | Investment Performance and Analysis @ (January 2021 - January 2022)
- Manager - Performance Analysis @ (January 2018 - January 2021)
- Unit Manager - Performance Analysis @ (January 2017 - January 2018)
- Unit Manager - Performance Analysis @ (January 2012 - January 2017)
- Supervisor-Performance Analysis @ (January 2009 - January 2012)
- Performance Analyst @ (January 2000 - January 2009)
Tricia Bailey Education
- Brigham Young University
BS (Business Management)
Tricia Bailey Skills
- Adaptability / Change Management
- Analytical Skills
- Asset Management
- Attention to Detail
- Benchmark Analysis
- Bloomberg
- Bloomberg PORT
- Client-Focused Mindset
- Composite Construction
- Cross-functional Collaborations
- Equities
- FactSet
- Financial Markets
- Fixed Income
- GIPS Compliance
- GIPS® Standards (2020 Edition)
- Institutional Asset Management
- Investment Industry Regulations
- Investment Management
- Investments
- Microsoft Excel (Advanced), Pivot Tables
- Microsoft Office
- Morningstar Direct
- Mutual Funds
- Performance Attribution
- Performance Measurement
- Performance Reporting
- Problem Solving
- Process Improvement
- Rate of Return Calculations
- Shareholder Communications
- Strategic Thinking
- Team Leadership
Tricia Bailey Summary
- Tricia Bailey, based in Kansas City, MO, US, is currently a Senior Manager at Cascade Investment Compliance & Verification Services, LLC. Tricia Bailey brings experience from previous roles at T. Rowe Price and Ivy Investments. Tricia Bailey holds a BS in Business Management @ Brigham Young University. With a robust skill set that includes Adaptability / Change Management, Analytical Skills, Asset Management, Attention to Detail, Benchmark Analysis and more. Tricia Bailey has 1 emails and 1 mobile phone numbers on RocketReach.
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