Shaun K Bailey
Vice President- Wealth Solutions
- Role
- Vice President - Lead Analyst at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Shaun K Bailey
Experienced Professional with broad financial services operations and client support…
Experience
Vice President - Lead Analyst
Jan 2023 — Present · Jersey City, NJ, US
Responsible for ensuring the Insurance Trust and Custody Team transactions are processed accurately and with coordination with the Security Services Operations group. Serves and advises as a technical expert on special projects or assignments for the team while providing in-depth analysis when defining problems and proposing solutions agreeable with resource allocation needs within the team/project. Executes deliverables with internal and external clients and vendors ensuring to appropriately assess risk when business decisions are made. The overall objective is to serve as a technical authority and advise on directional strategy of the team.
Education
Hampton University
Bachelor of Science - BS
Monmouth University
Master of Business Administration - MBA
Skills
- Event Planning
- Operations Management
- Financial Services
- Team Leadership
- Leadership
- Management
- Team Building
- Relationship Management
- Social Media
- Customer Service
- Process Improvement
- Equities
- Marketing
- Microsoft Office
- Sales
- Supervisory Skills
- Administration
- Entertainment
- Event Management
- Alternative Investments
- Separately Managed Accounts
- Finance
- Manage Client Relationships
- Portfolio Management
- Investment Advisory
- Financial Reporting
- Analysis
- Financial Operations
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