Bailee Tate
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Bailee Tate Email & Phone Number

Research and Due Diligence Analyst | North Capital Investment Technology at North Capital
Location: Salt Lake City Metropolitan Area, United States, United States 2 work roles 2 schools
1 work email found @northcapital.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Work email b****@northcapital.com
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Current company
North Capital
Role
Research and Due Diligence Analyst | North Capital Investment Technology
Location
Salt Lake City Metropolitan Area, United States, United States
Company size
26 employees

Who is Bailee Tate? Overview

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Quick answer

Bailee Tate is listed as Research and Due Diligence Analyst | North Capital Investment Technology at North Capital, a company with 26 employees, based in Salt Lake City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at northcapital.com and a matched LinkedIn profile for Bailee Tate.

Bailee Tate previously worked as Research and Due Diligence Analyst at North Capital and Junior Analyst at Research And Business Development Center. Bailee Tate holds Bachelor Of Science - Bs, Business Finance from Brigham Young University - Idaho.

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Email format at North Capital

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{first_initial}{last}@northcapital.com
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Profile bio

About Bailee Tate

Dedicated Diligence Analyst with FINRA Series 7, 66, and 24 licenses. Specializing in escrow services for private securities offerings conducted under Reg D, Reg A+, and Reg Crowdfunding.

Current workplace

Bailee Tate's current company

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North Capital
North Capital
Research and Due Diligence Analyst | North Capital Investment Technology
salt lake city, utah, united states
Website
norcapsecurities.com
Employees
26
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2 roles

Bailee Tate work experience

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Research And Due Diligence Analyst

Current
North Capital

Salt Lake City, Utah, United States

I specialize in due diligence for primary brokerage and escrow services related to private securities offerings under Reg D, Reg A+, and Reg Crowdfunding. At North Capital, I have conducted over a thousand background checks, reviewed hundreds of private securities offerings, and earned FINRA Series 7, 66, and 24 licenses. I conduct research, draft and.

Apr 2022 - Present

Junior Analyst

Research And Business Development Center
  • Completed 40 remote work hours per week while working closely with clients including Walmart and Robertshaw
  • Managed two teams of 3-4 research specialists by planning project objectives and delegating research tasks
  • Led daily research team, and weekly client meetings to plan analysis methods and report on research findings
  • Developed a process for determining inventory forecast accuracy for Walmart using large Excel datasets
  • Enhanced Robertshaw’s method of market data collection by introducing new research practices
  • Organized final client presentations including summaries of research findings via PowerPoint and written reports
Apr 2021 - Jul 2021
Team & coworkers

Colleagues at North Capital

Other employees you can reach at norcapsecurities.com. View company contacts for 26 employees →

RM Roberto Meneses Roberto Meneses Colleague at North Capital Las Vegas Metropolitan Area, United States View → JA Joseph Anderson, Cams, Ccas, Clu®, Chfc®, Casl®, Cafca Joseph Anderson, Cams, Ccas, Clu®, Chfc®, Casl®, Cafca Colleague at North Capital Fort Mill, South Carolina, United States, United States View → NG Nikki Gilbreth Nikki Gilbreth Colleague at North Capital West Jordan, Utah, United States, United States View → JM Jessi Mills Jessi Mills Colleague at North Capital West Valley City, Utah, United States, United States View → RG Richard Grant Nelson Richard Grant Nelson Colleague at North Capital Salt Lake City Metropolitan Area, United States View → SB Sue B. Sue B. Colleague at North Capital Spanish Fork, Utah, United States, United States View → ML Minh Le, Cfa Minh Le, Cfa Colleague at North Capital Salt Lake City Metropolitan Area, United States View → SC Shawn Crouse, Crcp® Shawn Crouse, Crcp® Colleague at North Capital Leander, Texas, United States, United States View → CH Colter Hill Colter Hill Colleague at North Capital Salt Lake City, Utah, United States, United States View → MT Michael T Weaver Jr, Cfa Michael T Weaver Jr, Cfa Colleague at North Capital New York City Metropolitan Area, United States View →
2 education records

Bailee Tate education

FAQ

Frequently asked questions about Bailee Tate

Quick answers generated from the profile data available on this page.

What company does Bailee Tate work for?

Bailee Tate works for North Capital.

What is Bailee Tate's role at North Capital?

Bailee Tate is listed as Research and Due Diligence Analyst | North Capital Investment Technology at North Capital.

What is Bailee Tate's email address?

AeroLeads has found 1 work email signal at @northcapital.com for Bailee Tate at North Capital.

Where is Bailee Tate based?

Bailee Tate is based in Salt Lake City Metropolitan Area, United States, United States while working with North Capital.

What companies has Bailee Tate worked for?

Bailee Tate has worked for North Capital and Research And Business Development Center.

Who are Bailee Tate's colleagues at North Capital?

Bailee Tate's colleagues at North Capital include Roberto Meneses, Joseph Anderson, Cams, Ccas, Clu®, Chfc®, Casl®, Cafca, Nikki Gilbreth, Jessi Mills, and Richard Grant Nelson.

How can I contact Bailee Tate?

You can use AeroLeads to view verified contact signals for Bailee Tate at North Capital, including work email, phone, and LinkedIn data when available.

What schools did Bailee Tate attend?

Bailee Tate holds Bachelor Of Science - Bs, Business Finance from Brigham Young University - Idaho.

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