Chad Bailey MBA
About
Chad Bailey MBA is from Indianapolis, Indiana, United States. Chad is currently Manager/Chief Compliance Officer at Intrepid Financial, LLC, located in Indianapolis, Indiana, United States. In Chad's previous role as a Area General Manager at GE Capital, Chad worked in until Mar 2010. Prior to joining GE Capital, Chad was a Region Operations Manager - North Central at GE Capital and held the position of Region Operations Manager - North Central. Prior to that, Chad was a Assistant Region Operations Manager at GE Capital from Jun 2003 to Mar 2005. Chad started working as Hub Manager at GE Capital in Mar 2002. From Aug 2000 to Mar 2002, Chad was Branch Operations Manager at GE Capital. Prior to that, Chad was a Assistant Branch Operations Manager at GE Capital from Jul 1999 to Aug 2000.
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Chad Bailey MBA's current jobs
Provide stock, bond, mutual fund, and exchange-trade fund analysis and execute trades to meet client’s risk tolerance and portfolio objectives. Review and rebalance client portfolios on a quarterly basis to ensure portfolios remained diversified and in line with economic conditions. Drafted and executed company’s 14-page disclosure brochure to be filed with the United States Securities and Exchange Commission. Maintain all firm registrations and monitor firm compliance. Provide portfolio analysis for potential clients analyzing current holdings. Selected in 2015, 2016, & 2017 as a Five Star Wealth Manager for the Indianapolis area, appearing in the October issue of Indianapolis Monthly Magazine.