Bailee Tate Email & Phone Number

Salt Lake City, Ut, Us

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 document diligence procedures, and collaborate with clients to enhance satisfaction and streamline the capital-raising process.

• 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

Bachelor Of Science - Bs, Business Finance

Associate Of Arts And Sciences - Aas