Jonathan Bailey

Jonathan Bailey Email and Phone Number

Wealth Management with a background in Engineering and Trading @ Amuni Financial, Inc.
saint petersburg, florida, united states
Jonathan Bailey's Location
St Petersburg, Florida, United States, United States
Jonathan Bailey's Contact Details

Jonathan Bailey personal email

n/a
About Jonathan Bailey

As a forward-thinking, results-driven leader and financial professional with deep expertise in large-scale project management, continuous improvement, and valuable relationship building, I utilize my expertise to drive impactful results across organizations. I have a proven ability to identify unique opportunities in markets, focusing on high yield and distressed securities, and win irregular gains. I am a proactive, highly analytical leader who consistently exceeds expectations, improves efficiencies, and brings a fresh and knowledgeable perspective to complex situations and problems. Currently, I am a Financial Advisor and VP at Amuni Financial, Inc. In this role, I work with clients across the age and wealth spectrum. I use my engineering and trading experience to design custom portfolios that take into account all facets of a client's profile.Prior to this, I was a Fixed Income Trader at Amuni Financial, Inc. I conducted municipal bond prop trading activities with an emphasis on distressed and high-yield municipal bonds. I demonstrated a strong ability to secure unordinary returns while providing exceptional performance and consistency. I also served as a subject matter expert who advises and guides others in trading processes and strategies. Please review the following notable achievements from my career history:➤ Regularly achieved above average annual gross returns through exceptional performance and consistency. ➤ Undertaking additional capabilities in operations, desk management, reporting analysis, approvals, and team leadership. ➤ Recognized with the Joint Civilian Service Achievement Award for efforts throughout the RFP and bid review process for the largest source selection in USSOCOM history ($50-100M award).In my prior roles, I learned key skills in project management, leadership, relationship building, and research to deliver impactful results at USSOCOM and Naval Air Systems Command (NAVAIR). I’ve devoted my career to providing solutions and lasting results through analytics, technology advancements, and creative thinking. If you’re interested in connecting with me, you can reach me at jkb1984@gmail.com. AREAS OF EXPERTISE:TradingFinanceBanking OperationsPortfolio Management Process ImprovementsDistressed Debt Analysis Operations Management Consulting and AdvisementBusiness Management and AdministrationExecutive Communications and LeadershipFixed Income TradingMunicipal Debt MarketsResearchProgram Management

Jonathan Bailey's Current Company Details
Amuni Financial, Inc.

Amuni Financial, Inc.

View
Wealth Management with a background in Engineering and Trading
saint petersburg, florida, united states
Website:
amuni.com
Employees:
24
Jonathan Bailey Work Experience Details
  • Amuni Financial, Inc.
    Financial Advisor And Vp Of Special Projects
    Amuni Financial, Inc. Jan 2022 - Present
    St Petersburg, Florida, United States
    Wealth Management with a focus on customized plans. I use my background in engineering to ensure the plan is designed to fit the unique profile of each client. I use my background in fixed income trading to ensure the fixed income portion of the portfolio is taking advantage of the best opportunities. I work with clients across the age and wealth spectrum, and enjoy using our modeling software to ensure all gaps are filled and scenarios are taken into account (e.g. Life Insurance, College Savings, Retirement Planning, etc.). For clients with a higher risk tolerance, and/or more experience with investing, I enjoy discussing distressed debt opportunities to uncover higher potential returns. Distressed debt was one of my specialties throughout my 8 years of trading, and I still regulary explore and analyze these credits.
  • Amuni Financial, Inc.
    Fixed Income Trader And Registered Representative
    Amuni Financial, Inc. Jan 2014 - Aug 2022
    St Petersburg, Florida, United States
    Conduct municipal bond prop trading activities as subject matter expert with advanced knowledge in financial services, financial modeling, and investment banking. Recognized by leadership for exceptional performance and ability to exceed expectations. Identify projects tied to distress municipal debt, leading to highly successful and unique trades. Act as go-to person and advisor to professionals of all levels regarding trading processes, techniques, and strategies.
  • Ussocom
    Deputy Acquisition Program Manager
    Ussocom 2009 - 2014
    Tampa, Florida, United States
    Led tactical communication efforts for special operations vehicles. Delivered acquisitions, budget development, relationship building, project management, and program management. Identified key challenges and inefficiencies in military operations, presented to commander of USSOCOM, and drafted detailed report on findings; resulted in task force created to implement necessary changes. Oversaw tactical communications for largest source selection project in company history.
  • Navair
    Systems Engineer
    Navair 2003 - 2009
    Saint Inigoes, Maryland, United States
    Directed daily projects and completed 13 system upgrades within first two to three years of employment. Identified problems, crafted innovative solutions, defined requirements, and strengthened skills in relationship building by managing contractors. Owned all tactical communication programs and activities.

Jonathan Bailey Skills

Dod Security Clearance Government Contracting Systems Engineering Program Management Defense Project Management Leadership Government Integration Process Improvement Engineering Management Engineering Cross Functional Team Leadership Management Defence Sector Requirements Analysis Series 7 Series 66

Jonathan Bailey Education Details

Frequently Asked Questions about Jonathan Bailey

What company does Jonathan Bailey work for?

Jonathan Bailey works for Amuni Financial, Inc.

What is Jonathan Bailey's role at the current company?

Jonathan Bailey's current role is Wealth Management with a background in Engineering and Trading.

What is Jonathan Bailey's email address?

Jonathan Bailey's email address is jo****@****avy.mil

What schools did Jonathan Bailey attend?

Jonathan Bailey attended University Of Florida - Warrington College Of Business, University Of Maryland.

What skills is Jonathan Bailey known for?

Jonathan Bailey has skills like Dod, Security Clearance, Government Contracting, Systems Engineering, Program Management, Defense, Project Management, Leadership, Government, Integration, Process Improvement, Engineering Management.

Who are Jonathan Bailey's colleagues?

Jonathan Bailey's colleagues are Jay Lake, Mike Petagna, Paulo Jofeson, Diane Buchanan, Lee Lunceford, Stefan Erickson, Larry Furrer.

Not the Jonathan Bailey you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.