Chad Bailey, Mba

Chad Bailey, Mba Email and Phone Number

Manager and Chief Compliance Officer @ Intrepid Financial, LLC
Indianapolis, IN, US
Chad Bailey, Mba's Location
Indianapolis, Indiana, United States, United States
Chad Bailey, Mba's Contact Details

Chad Bailey, Mba work email

Chad Bailey, Mba personal email

About Chad Bailey, Mba

I am a licensed Investment Advisor Representative (IAR) and work directly on the investment counsel here at Intrepid Financial. My daily responsibilities include investment research/analysis, client portfolio management/analysis, and all client-related services. Additionally, I monitor firm compliance and registrations, and assist with firm marketing practices. I am also available to speak with prospective clients regarding Intrepid's investment advisory services.Prior to joining the crew at Intrepid, I spent just over 11 years with the General Electric Company. I held various leadership roles while working in the commercial finance division of GE, most notably as Regional Operations Manager from 2005-07 and General Manager from 2007-10. I also received my Six Sigma Quality certification in 2003 from General Electric.I graduated from Purdue University in West Lafayette, IN with Associate of Applied Science and Bachelor of Science Degrees in Aviation Administration/Management. Later, I received my Master of Business Administration Degree from Franklin University while living in Columbus, Ohio. Currently, I hold a series 65 license through Intrepid. Also I am an IHSAA licensed official and also an Indiana Notary Public for Hamilton County.Specialties: 401(K) Rollovers, Retirement Planning/IRA's, Investment Analysis, Asset Allocation, Money Management, Wealth Management

Chad Bailey, Mba's Current Company Details
Intrepid Financial, LLC

Intrepid Financial, Llc

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Manager and Chief Compliance Officer
Indianapolis, IN, US
Website:
intrepidfinancial.com
Employees:
7
Chad Bailey, Mba Work Experience Details
  • Intrepid Financial, Llc
    Manager And Chief Compliance Officer
    Intrepid Financial, Llc
    Indianapolis, In, Us
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  • Intrepid Financial, Llc
    Manager/Chief Compliance Officer
    Intrepid Financial, Llc Apr 2010 - Present
     Provide stock, bond, mutual fund, and exchange-trade fund analysis and execute trades to meet client’s risk tolerance and portfolio objectives. Review and rebalance client portfolios on a quarterly basis to ensure portfolios remained diversified and in line with economic conditions. Drafted and executed company’s 14-page disclosure brochure to be filed with the United States Securities and Exchange Commission. Maintain all firm registrations and monitor firm compliance. Provide portfolio analysis for potential clients analyzing current holdings. Selected in 2015, 2016, & 2017 as a Five Star Wealth Manager for the Indianapolis area, appearing in the October issue of Indianapolis Monthly Magazine.
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  • Ihsaa
    Licensed Official
    Ihsaa Jun 2011 - Present
    Indiana
    Member of Indiana Officials Association
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  • Ge Capital
    Area General Manager
    Ge Capital May 2007 - Mar 2010
    Indianapolis, Indiana Area
     Accountable for Profit/Loss Statement within given area, and exceeded $23.0 million in revenue, annually. Guided managerial staff, sales staff, and maintenance staff to record levels of net profit, with over $5.5 million of profit and 22% return on equity for given area. Activated 120 new operating leases in 2008, resulting in an additional $1.5 million of revenue.
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  • Ge Capital
    Region Operations Manager - North Central
    Ge Capital Mar 2005 - May 2007
    Indianapolis, Indiana Area
    . Recognized and acted upon cost-out initiatives to reduce annual variable and fixed costs by 19% in 2006 and 14% in 2005. Received “Region of the Year” honors in 2006 for excellence in Environmental, Health, & Safety; with a 97% compliance rating.
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  • Ge Capital
    Assistant Region Operations Manager
    Ge Capital Jun 2003 - Mar 2005
    Columbus, Ohio Area
     Increased productivity by 32% within 11 field offices by mentoring 17 projects for managers pursuing their Six Sigma certification. Achieved an average of 92% in GE Corporate Audit compliance, resulting in the highest region average for the entire business.
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  • Ge Capital
    Hub Manager
    Ge Capital Mar 2002 - Jun 2003
    Columbus, Ohio Area
     Led entire company with over $1.2 million in maintenance-service revenue, and surpassed overall maintenance budget by 224%. Maintained low turnover ratio among employees and achieved highest rating of employee effectiveness in GE’s annual Employee Opinion Survey.
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  • Ge Capital
    Branch Operations Manager
    Ge Capital Aug 2000 - Mar 2002
    Columbus, Ohio Area
     Increased productivity of employees from 73% to over 90% by performing a time-management study and eliminating unproductive tasks for employees. Maintained an 80% or higher level of utilization for active fleet with proactive telemarketing and informative customer visits.
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  • Ge Capital
    Assistant Branch Operations Manager
    Ge Capital Jul 1999 - Aug 2000
    Indianapolis, Indiana Area
     Increased turn around time for accounts payable by 25 days resulting in strengthened relationships with 3rd party vendors. Implemented a procedure to recapture customer damage costs effectively, thus resulting in 11% of additional revenue and increased turn around time for accounts receivable.
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Chad Bailey, Mba Skills

Iar

Chad Bailey, Mba Education Details

Frequently Asked Questions about Chad Bailey, Mba

What company does Chad Bailey, Mba work for?

Chad Bailey, Mba works for Intrepid Financial, Llc

What is Chad Bailey, Mba's role at the current company?

Chad Bailey, Mba's current role is Manager and Chief Compliance Officer.

What is Chad Bailey, Mba's email address?

Chad Bailey, Mba's email address is ba****@****lin.edu

What schools did Chad Bailey, Mba attend?

Chad Bailey, Mba attended Franklin University, Purdue University, Purdue University, Martinsville High School.

What are some of Chad Bailey, Mba's interests?

Chad Bailey, Mba has interest in Football, Exercise, Nascar, Home Improvement, Donor, Reading, Sports, Watching Auto Racing, Watching Basketball, Hockey.

What skills is Chad Bailey, Mba known for?

Chad Bailey, Mba has skills like Iar.

Who are Chad Bailey, Mba's colleagues?

Chad Bailey, Mba's colleagues are Jenifer Mitchell, Julie Smith Fife, Chase Mitchell.

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