Claire A. Bailey

Background

About Claire A. Bailey

I am an experienced wealth management, capital formation, sales and marketing, investment professional (20+ years) offering access to unique products and solutions for investment, tax mitigation, estate planning and more, with a demonstrated track record of capital formation. Clients and prospects include Institutional Investors, Family Offices, Consultants, Registered Investment Advisors and Ultra-High Net Worth Investors. I raised billions in new client assets from institutional investors such as Public Funds, Endowments, Corporate Pension Funds, Foundations and Union Funds for several large asset management firms. Subsequently, I raised assets for a hedge fund of funds gaining significant traction with a large offshore insurance institution as well as accredited investors and family offices. I have successfully raised assets for private credit strategies and private equity real estate and venture capital in various industry sectors. Additionally, I have organized data and created reports from various CRM systems including Hubspot, Salesforce and Pipedrive. I received a Bachelor of Arts in International Relations / French from Colgate University. Contact info: cabaileyusa@gmail.com Skill Sets Include: Wealth Management Sales & Business Development Lead Generation | Lead Qualification | Portfolio Management | B2B | B2C | Investor Relations Marketing Email Marketing | Social Media Marketing | Brand Awareness | Marketing Campaign Execution Client Service Industry Experience: Financial Services | Private Wealth Management | Commercial Real Estate | Artificial Intelligence | Life Insurance | Alternative Investments | Tax Mitigation Strategies