Wendy Bailey Email & Phone Number
Vice President and Chief Compliance Officer @ Southern Capital Services, Inc.
5 free lookup(s).
Wendy Bailey Location
- Daphne, AL, US
Wendy Bailey Work
- 2019 - now Vice President and Chief Compliance Officer @
- 2011 - 2019 Chief Compliance Officer, Co-Investment Officer and Investment Advisor Representative @ Southern Capital Services Inc
- 2011 - 2011 Financial Representative @ Woodmen of the World
- 2007 - 2010 Compliance and BSA Officer @ First National Bank of Baldwin County
- 2006 - 2007 Certified Mortgage Planner @ First Gulf Bank - Alabama
- 2005 - 2006 Certified Financial Planner @ Morgan Stanley 2005 - 2006
- 1994 - 2004 Principal @ The Vanguard Group of Investment Companies
- 1998 - 2000 Senior Manager, Retirement Services Group @ The Vanguard Group of Investment Companies
- 2000 - 2003 Principal @ Direct Investor Services - Vanguard
- 1994 - 1998 Manager @ High Net Worth, Brokerage and Retail Services - Vanguard
- 1991 - 1994 Financial Planner @ IDS/American Express Financial Services
- 1989 - 1991 Staff Accountant @ The Vanguard Group of Investment Companies
Wendy Bailey Education
- Arizona State University
MBA (International Management)
1998 - 2000 - College of Financial Planning
CFP, Certified Financial Planner - CFP® (Financial Planning)
1995 - 1995 - Villanova University
B.S. (Finance)
1985 - 1989 - Fairhope High School 1983 - 1985
- COMMUNITY ACTVITIESGraduate of Scottsdale Leadership and Baldwin County Leadership
Wendy Bailey Skills
- Investments
- Portfolio Management
- Financial Services
- Strategic Financial Planning
- Mutual Funds
- Finance
- Asset Management
- Loans
- Credit
- Investment Advisory
- Asset Allocation
- Financial Advisory
- Mortgage Lending
- Retirement
- Insurance
- Wealth Management
- Securities
- Strategy
- IRAs
- Leadership
- Retirement Planning
- Management
- Risk Management
- Strategic Planning
- Business Development
- Financial Analysis
- Customer Service
- Trading
- Banking
- Training
- Business Process Improvement
- Project Management
- 401(k) Retirement Savings Plans
- Investment Strategies
- Investment Management
- 401 Retirement Savings Plans
Wendy Bailey Summary
- Wendy Bailey, based in Daphne, AL, US, is currently a Vice President and Chief Compliance Officer at Southern Capital Services, Inc.. Wendy Bailey brings experience from previous roles at Southern Capital Services Inc, Woodmen of the World, First National Bank of Baldwin County and First Gulf Bank - Alabama. Wendy Bailey holds a 1998 - 2000 MBA in International Management @ Arizona State University. With a robust skill set that includes Investments, Portfolio Management, Financial Services, Strategic Financial Planning, Mutual Funds and more. Wendy Bailey has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Southern Capital Services, Inc. Employees
Wendy Bailey
Vice President and Chief Compliance Officer
Daphne, AL, US
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