Emily Preiss Hailey
- Role
- Client Support Assistant at Bair Financial Planning
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Emily Preiss Hailey
I thrive in environments where I get to build things and bring the best out of people…
Experience
Client Support Assistant
May 2023 — Present
Planning for Sustainable Wealth • Bair Financial Planning is a San Diego based independent wealth management firm founded over 30 years ago with clients located all over the country. The firm specializes in helping women in leadership, LGBTQ+ families and their allies, and progressive-minded business owners make important financial decisions that impact their future. Securities offered through LPL Financial, Member SIPC Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Bair Financial planning are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the firm is registered to do business, please visit
Skills
- Sales
- Business Analysis
- Selling
- International Capital Markets
- Startup Development
- International Sales
- Program Management
- Fixed Income
- New Business Development
- Investment Banking
- Global Strategy
- Contract Negotiation
- Health & Wellness
- Consultative Selling
- Management
- Technical Recruiting
- Coaching
- Fitness Industry
- Business Development
- Consultants
- International Business
- Sales Management
- Leadership
- Recruiting
- Vendor Management
- Project Management
- Strategic Sourcing
- Analysis
- Account Management
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