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Aaron Bailey Email & Phone Number
Client focused, community-minded leader with the desire to help families achieve their long-term personal and financial goals.
at
Annualife
2 work emails found
@fisherinvestments.com
1 phone found area 805
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Client focused, community-minded leader with the desire to help families achieve their long-term personal and financial goals.
Location
Vancouver, Washington, United States
Who is Aaron Bailey? Overview
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Quick answer
Aaron Bailey is listed as Client focused, community-minded leader with the desire to help families achieve their long-term personal and financial goals. at Annualife, based in Vancouver, Washington, United States. AeroLeads shows a work email signal at fisherinvestments.com, phone signal with area code 805, and a matched LinkedIn profile for Aaron Bailey.
Aaron Bailey previously worked as Financial Advisor at Pcm Encore and Investment Counselor at Fisher Investments. Aaron Bailey holds Bachelor’S Degree, Econometrics And Quantitative Economics With A Minor In Mathematics. from Portland State University.
Company email context
Email format at Annualife
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{first}.{last}@fisherinvestments.com
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Profile bio
About Aaron Bailey
I am a decorated Navy veteran with more than ten years of management experience. Currently, I am working on completion of my MBA, focusing in Finance at the University of Arizona. I have a basic working knowledge of statistical packages, to include Stata, SAS and R, as well as a proficiency in Microsoft Office; Word, Excel and PowerPoint. I enjoy working with data and building models for various levels of interpretation; from cost analysis and Cash Flow scenarios to valuations. I am very driven, but also thrive in a team setting and enjoy learning new things from those around me.My undergraduate focus was in Healthcare Economics and Healthcare Analytics; namely, the analysis of historical healthcare utilization and cost data to improve the implementation of new policies and increase access to all. I enjoy building econometric models that best represent the healthcare markets that I have researched and working to interpret them to an audience to help them best understand the areas of improvement and excellence within the system.While in the military, I managed diverse teams to accomplish daily goals and tracked the progress of these activities to ensure that all deliverables required by my supervisors were on time and as accurate as they could be. Attention to detail, accuracy and customer satisfaction are always at the forefront of my attention.
Listed skills include Security, Supervisory Skills, Military, Inspection, and 46 others.
Current workplace
Aaron Bailey's current company
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15 roles
Aaron Bailey work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Oct 2024 - Present
Investment Counselor
Aug 2023 - Oct 2024
Sales Operations Analyst
Aug 2021 - Aug 2023
Client Development Sales Specialist
Managing the businesses of three High AUM sales people by reviewing client portfolios and providing in depth financial analyses. I work to illuminate inefficiencies in portfolio structure and asset allocation, with the goal of aiding our clients in meeting their longer term retirement goals. Together we have brought on $700+ million in additional assets.
Dec 2019 - Aug 2021
Client Development Associate
Jun 2019 - Dec 2019
Portfolio Evaluation Analyst
May 2019 - Jun 2019
Senior Associate Portfolio Evaluation Group
Jun 2018 - May 2019
Portfolio Evaluation Associate
Jul 2017 - Jun 2018
Quantitative Economics Major, With A Mathematics Minor.
I received my B.S. in Quantitative Economics, with a Minor in Mathematics, maintaining a 3.7 GPA and making the President's list for academic excellence five times.My focus was primarily in Healthcare Econometrics and Data Analytics; namely, the analysis of historical healthcare utilization and cost data to improve the implementation of new policies and.
Sep 2015 - Jun 2017
Laborer Foreman
Led concrete demolition teams in daily construction activities, creating and tracking schedules.
Jul 2012 - Apr 2014
Construction Project Manager
Us Naval Mobile Construction Battalion 40
Managed and organized construction material for six projects valued in excess of 2 million dollars--ensuring that scheduled construction activities were not delayed due to lack of material.** Supervised a crew of six in the planning and execution of a 2,200 square foot multi-use, Pre-Engineered Building by developing a new Bill of Materials and scheduling.
Feb 2007 - Sep 2012
Builder
I ran numerous construction projects on two different levels, both as an on site foreman as well as a project manager,I would lead my crew from the planning and estimating phase to the project completion phase, always paying close attention to detail.
Oct 2003 - Sep 2012
Airframes Assistant Shop Supervisor
* Qualified airframe and Hydraulics System Technician on the SH-60S Helicopter.* Performed daily inspections of Flight Control systems, hydraulic systems troubleshooting and repair for the nine helicopters attached to the squadron.* As the first Navy Squadron to perform Airborne Medical Evacuations in Iraq, I ensured that all operational readiness.
Oct 2003 - Jan 2007
Airframes Assistant Shop Supervisor
Helicopter Sea Combat Squadron 21
* Qualified airframe and Hydraulics System Technician on the SH-60S Helicopter.* Performed daily inspections of Flight Control systems, hydraulic systems troubleshooting and repair for the nine helicopters attached to the squadron.* As the first Navy Squadron to perform Airborne Medical Evacuations in Iraq, I ensured that all operational readiness.
Oct 2003 - Jan 2007
5 education records
Aaron Bailey education
Bachelor’S Degree, Econometrics And Quantitative Economics With A Minor In Mathematics.
Master Of Business Administration - Mba, Marketing
Associate Of Arts And Sciences (A.A.S.), Economics
Clark College
Education record
Naval Construction Training Center
Aci Certification, Concrete Flatwork And Finishing Technician
American Concrete Institute
FAQ
Frequently asked questions about Aaron Bailey
Quick answers generated from the profile data available on this page.
What company does Aaron Bailey work for?
Aaron Bailey works for Annualife.
What is Aaron Bailey's role at Annualife?
Aaron Bailey is listed as Client focused, community-minded leader with the desire to help families achieve their long-term personal and financial goals. at Annualife.
What is Aaron Bailey's email address?
AeroLeads has found 2 work email signals at @fisherinvestments.com for Aaron Bailey at Annualife.
What is Aaron Bailey's phone number?
AeroLeads has found 1 phone signal(s) with area code 805 for Aaron Bailey at Annualife.
Where is Aaron Bailey based?
Aaron Bailey is based in Vancouver, Washington, United States while working with Annualife.
What companies has Aaron Bailey worked for?
Aaron Bailey has worked for Annualife, Pcm Encore, Fisher Investments, Portland State University, and Penhall Company.
How can I contact Aaron Bailey?
You can use AeroLeads to view verified contact signals for Aaron Bailey at Annualife, including work email, phone, and LinkedIn data when available.
What schools did Aaron Bailey attend?
Aaron Bailey holds Bachelor’S Degree, Econometrics And Quantitative Economics With A Minor In Mathematics. from Portland State University.
What skills is Aaron Bailey known for?
Aaron Bailey is listed with skills including Security, Supervisory Skills, Military, Inspection, Project Planning, Military Experience, Construction, and Process Scheduler.
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