Dave Bailey
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Dave Bailey Email & Phone Number

Director, Financial Planning at Edelman Financial Engines
Location: Miamisburg, Ohio, United States 9 work roles 1 school
1 work email found @edelmanfinancial.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@edelmanfinancial.com
LinkedIn Profile matched
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Current company
Edelman Financial Engines
Role
Director, Financial Planning
Location
Miamisburg, Ohio, United States
Company size
1029 employees

Who is Dave Bailey? Overview

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Quick answer

Dave Bailey is listed as Director, Financial Planning at Edelman Financial Engines, a company with 1029 employees, based in Miamisburg, Ohio, United States. AeroLeads shows a work email signal at edelmanfinancial.com and a matched LinkedIn profile for Dave Bailey.

Dave Bailey previously worked as Director Financial Planning at Edelman Financial Engines and Financial Advisor at Cuso Financial Services. Dave Bailey holds Bachelor'S Degree, Business, Management, Marketing from University Of Cincinnati.

Company email context

Email format at Edelman Financial Engines

This section adds company-level context without repeating Dave Bailey's masked contact details.

{first_initial}{last}@edelmanfinancial.com
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AeroLeads found 1 current-domain work email signal for Dave Bailey. Compare company email patterns before reaching out.

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Profile bio

About Dave Bailey

Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Management, Customer Service, and Sales. Strong finance professional with a Bachelor's Degree focused in Business from University of Cincinnati.

Listed skills include Series 7, Series 9, Series 10, Investments, and 11 others.

Current workplace

Dave Bailey's current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Director, Financial Planning
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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9 roles · 27 years

Dave Bailey work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Lpl Financial

West Chester, Ohio, United States

Jul 2020 - Sep 2021

Manager

Scottrade

Cincinnati, Ohio

Nov 2014 - Mar 2018

Financial Sales

Pnc

Cincinnati, Ohio

Portfolio management, Investment Advisor Services

Feb 2012 - Nov 2014
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

LP Landon Perry, Crpc® Landon Perry, Crpc® Colleague at Edelman Financial Engines United States, United States View → DC Doug Custer, Cfp®, Cap® Doug Custer, Cfp®, Cap® Colleague at Edelman Financial Engines Greater Seattle Area, United States View → JD Joe Dinan, Cfa, Caia Joe Dinan, Cfa, Caia Colleague at Edelman Financial Engines San Francisco, California, United States, United States View → DM Dave Meinzenbach Dave Meinzenbach Colleague at Edelman Financial Engines Overland Park, Kansas, United States, United States View → CM Connor Murphy Connor Murphy Colleague at Edelman Financial Engines Dallas, Texas, United States, United States View → JP Jaime Parry Jaime Parry Colleague at Edelman Financial Engines Greater Scranton Area, United States View → BW Becky Weisnicht Becky Weisnicht Colleague at Edelman Financial Engines Oconomowoc, Wisconsin, United States, United States View → BD Brendan Dillon Brendan Dillon Colleague at Edelman Financial Engines Boston, Massachusetts, United States, United States View → KS Kimberly S. Kimberly S. Colleague at Edelman Financial Engines Savannah, Georgia, United States, United States View → AT Abbey Toye, Crpc® Abbey Toye, Crpc® Colleague at Edelman Financial Engines Phoenix, Arizona, United States, United States View →
1 education record

Dave Bailey education

FAQ

Frequently asked questions about Dave Bailey

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

What company does Dave Bailey work for?

Dave Bailey works for Edelman Financial Engines.

What is Dave Bailey's role at Edelman Financial Engines?

Dave Bailey is listed as Director, Financial Planning at Edelman Financial Engines.

What is Dave Bailey's email address?

AeroLeads has found 1 work email signal at @edelmanfinancial.com for Dave Bailey at Edelman Financial Engines.

Where is Dave Bailey based?

Dave Bailey is based in Miamisburg, Ohio, United States while working with Edelman Financial Engines.

What companies has Dave Bailey worked for?

Dave Bailey has worked for Edelman Financial Engines, Cuso Financial Services, Lpl Financial, Fifth Third Securities, and Scottrade.

Who are Dave Bailey's colleagues at Edelman Financial Engines?

Dave Bailey's colleagues at Edelman Financial Engines include Landon Perry, Crpc®, Doug Custer, Cfp®, Cap®, Joe Dinan, Cfa, Caia, Dave Meinzenbach, and Connor Murphy.

How can I contact Dave Bailey?

You can use AeroLeads to view verified contact signals for Dave Bailey at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Dave Bailey attend?

Dave Bailey holds Bachelor'S Degree, Business, Management, Marketing from University Of Cincinnati.

What skills is Dave Bailey known for?

Dave Bailey is listed with skills including Series 7, Series 9, Series 10, Investments, Sales, Financial Planning, Retirement Planning, and Portfolio Management.

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