Ellen Bailey
Head of Wealth Management Training, Education & Certification at Wilmington Trust at Wilmington Trust
Based in Purchase, United States
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Seniority
Director
Department
General Business & Management
Location
Purchase
Industry
Financial Services
Company size
2.1K
Contact information
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e•••••••@wilmingtontrust.com
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Background
About Ellen Bailey
Innovative, results oriented executive passionate about wealth management. Over twenty five years of relationship management experience guiding advisors, company executives and families in securing their intended legacy. A lifetime student of behavior change who has unique and demonstrated success in creating and working with purpose driven, focused and agile teams who love their work and deliver results. Outstanding presentation, communication and cross cultural team management skills. Ellen has earned many designations throughout her career. These include Certified Investment Management Analyst, Certified Investment Strategist, Certified Private Wealth Advisor. She is also a Certified Professional Retirement Coach (CPRC), Registered Corporate Coach (RCC), Certified Financial Transitionist (CeFT), and has studied Family Dynamics at the Bowen Center in Washington, DC. Series 7, 8, 63, 65 and life insurance license. She is a graduate of Colgate University.
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