Bailey Fielding Email & Phone Number

Boston, Ma, Us

Palm Beach Gardens, Florida, Us

At Dakota Wealth Management, we are setting a new standard for the financial services industry with our thoughtfully designed investment portfolios and personalized wealth management services. As the Operations Manager – Danvers, I closely support the team members in the Danvers office with operational and administrative activities. This includes assisting with financial planning, trade requests, performance reporting, and coordinating client needs as they arise. I also facilitate client onboarding, account alignment, and money movement, and act as the site administrator for the office.“Dakota” means friend and ally. We believe that an open, inspiring work environment that embraces intellectual creativity and enriches both employees and clients alike. Dakota is growing through acquisitions. As new wealth management firms and advisors join us, we work to achieve smooth integration into our elegantly designed infrastructure and culture. Our commitment to operational excellence translates into multi-generational wealth and success for our clients and partners. Learn more at www.dakotawm.comDakota Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.

Tiverton, Rhode Island, Us

Duties included preparing Tax Returns for submission, performing general clerical duties to include but not limited to: photocopying, faxing, bill payment, mailing, tax return processing, and filing. I also handled bookkeeping for clients that pertains to personal accounts, estate accounts, and LLCs. I would often draft and edit client documents and related correspondence and billing. I have acquired skills pertaining to the IRS, Quickbooks, TABS3 Billing, Quicken, Os33, and rental property management.

Duties included preparing Estate Plans for submission, performing general clerical duties to include but not limited to: photocopying, faxing, bill payment, mailing, estate plan processing, and filing. I also handled bookkeeping for clients that pertains to personal accounts, estate accounts, and LLCs. I often would draft and edit client documents and related correspondence and billing. I have acquired skills pertaining to Probate Court, Quickbooks, TABS3 Billing, Quicken, Os33, and rental property management.

Palm Beach Gardens, Florida, Us

Duties included preparing Tax Returns for submission, performing general clerical duties to include but not limited to: photocopying, faxing, bill payment, mailing, tax return processing, and filing. I also handled bookkeeping for clients that pertains to personal accounts, estate accounts, and LLCs. I would often draft and edit client documents and related correspondence and billing. I have acquired skills pertaining to the IRS, Quickbooks, TABS3 Billing, Quicken, Os33, and rental property management.

Boston, Massachusetts, Us

While at Apex, my duties included reconciling payments and performing weekly insurance billing, various QuickBooks work, and extensive data entry into billing software. I also Verified and processed incoming accounts and insurance payments. I worked on a long-term project regarding tracking, analyzing, and reconciling outstanding insurance payments with Optum and Masshealth.

Duties included enrolling members into this free program being offered by Mass Health and helping develop person-centered care plans. The main role of a care coordinator is to interact with enrollees, primary care providers, and ACOs so that every enrollee is receiving the care and respect they deserve as a Mass Health recipient.

Mclean, Virginia, Us

Summer intern at MA Department of Family and Child Services. Duties include home visits, report writing, filing, supervised visits, and handling case files.

Providence, Ri, Us

The Providence College Cognitive Pschology lab runs participants to see how the brain makes connections when presented with different stimuli. Over the past year, we ran 4 studies testing the relationship between the divine and cognition, the propioception nature of getting chills, and the connection between nature, the divine, and response time. We developed surveys, ran participants, and created 4 studies from scratch this year.

Myrtle Beach, Sc, Us

Myrtle Beach, Sc, Us

Bachelor'S Degree, Psychology

High School Diploma