Nicole Bailey Email & Phone Number

Waltham, Massachusetts

- Member of Senior Leadership- Expert generalist, overseeing and providing unbiased advice on all facets of sophisticated wealth management and family office services- Execute planning strategies, often in conjunction with third-party experts, with the clients' best interests, goals and objectives at heart

North Conway, New Hampshire

- Finance Committee Chair- Executive Committee Member- Strategic Planning Committee Member

Wolfeboro, New Hampshire

MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER - Private Family Office: Wolfeboro, NH - Started as an informal, embedded family office in 2018, but subsequently transformed it into a full-fledged, single family office in Jan 2020 - Leveraging years of thought leadership, developed, initiated and executed the strategic goals and priorities of the family office, including hiring, training and mentorship of staff - Quarterbacked sophisticated wealth planning strategies with a full suite of family office services for a cross-border, multigenerational family with a high level of complexity- Due diligence on private investment and operating business targets- Managed assets, records, and bookkeeping functions for numerous family entitiesHEAD OF ASSET MANAGEMENT - Jump Ventures: Boston, MA - Managed due diligence and assets across a scalability infusion firm that believes in long-term collaboration and strategic investing with a focus on driving growth - Ensured private investments (PE and operating businesses) were developed, operated, maintained and expanded efficiently- Portfolio: private aviation, healthcare, business process outsourcing, internet, tech, analytics, cybersecurity, real estate, and bankingCORPORATE DIRECTOR OF STRATEGIC PLANNING - GlowTouch: Louisville, KY- Led strategic initiatives; directed global financial planning- Spearheaded a complex Corporate Restructure in India- Acted as a liaison between various subject matter experts; assessed and managed legal, accounting, insurance, philanthropic, and tax needs across the organization/owners between the US, India, and BVI

Portsmouth, New Hampshire

- Recruited to design/develop a white-glove offering to support ultra-affluent clients with complex balance sheets- Defined the scope of services, target market, business plan; designed new, integrated financial reports; built presentations on a variety of planning topics; and worked with some of the firm's most wealthy clients - Active in Business Development

Burlington, Massachusetts

- Fostered a flow of essential information throughout the executive and operational leadership teams, while focusing on key strategic, financial and operating initiatives with a focus on driving annual revenue over $1B- Assisted GMs to create 3-year Strategic Plans and monitor ongoing performance- Drafted and validated materials for key CEO, Executive Leadership and Board meetings which required collaboration with over 50 business leaders- Led a variety of special projects, resulting in impactful results that cascaded throughout the organization

Wolfeboro, New Hampshire

- Provided comprehensive financial planning and family office services to wealthy families, entrepreneurs, executives, and their closely-held businesses with net-worth’s ranging from $30M-$1B+- Active in Business Development, prospect lead generation, on-boarding new clients, and managing engagements for some of the firm's most wealthy/complex clients- Foundation support & charitable entity analysis for a $1B+ family; external board advisor for $300M+ family- Series 65 license- Other roles held: Financial Planning Analyst, Wealth Planner

Titusville, Florida

- Financial planning and portfolio analysis for individuals, families and small businesses - Specialized in cross-selling investments, insurance, merchant services, lending and other proprietary solutions. Wrote, analyzed and closed loans.- Active in Business Development - Series 6, 63, and Life, Health & Annuities license.

Orlando, Florida Area

Managed daily operations which included: driving the profitability of the operation through elimination of bad debt, negotiating business contracts, executing fiscal plans, business development, cost control, customer service, fleet management and employee hiring and development.

Bs, Criminology & Criminal Justice, Cum Laude

Activities and Societies: Gamma Phi BetaMinors in Psychology and Sociology

Certified Financial Planner Certification Education Program