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Kathleen Bailey

Kathleen Bailey

Vice President | iCapital

Upper Providence Township, Pennsylvania, United States

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Kathleen Bailey

Summary

Kathleen Bailey is a seasoned professional with extensive experience in client success and program management within the financial services sector. Currently serving as Vice President at Icapital, she has a strong background in data processing and preparation, showcasing her analytical skills in various roles over the years. Kathleen's career trajectory reflects a commitment to client satisfaction and operational excellence, having progressed from an intern to a leadership position. Her expertise spans accounting, business analysis, and risk management, making her a valuable asset in any organization. With a degree in Psychology from Rowan University, she brings a unique perspective to team dynamics and client interactions. Kathleen is known for her strategic thinking and ability to manage complex projects effectively. She is passionate about leveraging technology to enhance client experiences and drive business growth. Her leadership style emphasizes collaboration and innovation, fostering a culture of continuous improvement.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Kathleen Bailey

Work Experience

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Vice President at

iCapital

January 2024 - Present

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Assistant Vice President at

iCapital

February 2022 - January 2024

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Associate - Fund Finance at

Icapital Network

September 2020 - February 2022

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Associate Sales Engineer at

Broadridge

November 2015 - September 2020

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Implementation and Conversion Supervisor at

Broadridge Investment Accounting

January 2014 - January 2016

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Accounting Services Associate at

Broadridge Investment Accounting

May 2012 - January 2014

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Human Resources Intern at

Broadridge Investment Accounting

May 2011 - May 2012

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Kathleen Bailey

Education

Rowan University

January 2008 - January 2012

Frequently Asked Questions about Kathleen Bailey

What company does Kathleen Bailey work for?

Kathleen Bailey is a Vice President at iCapital, a company specializing in Functions related to depository banking.

Where Kathleen Bailey graduated from?

Kathleen Bailey holds a degree in Psychology from Rowan University.

Who is Kathleen Bailey?

Kathleen Bailey is a seasoned professional with extensive experience in client success and program management within the financial services sector. Currently serving as Vice President at Icapital, she has a strong background in data processing and preparation, showcasing her analytical skills in various roles over the years. Kathleen's career trajectory reflects a commitment to client satisfaction and operational excellence, having progressed from an intern to a leadership position. Her expertise spans accounting, business analysis, and risk management, making her a valuable asset in any organization. With a degree in Psychology from Rowan University, she brings a unique perspective to team dynamics and client interactions. Kathleen is known for her strategic thinking and ability to manage complex projects effectively. She is passionate about leveraging technology to enhance client experiences and drive business growth. Her leadership style emphasizes collaboration and innovation, fostering a culture of continuous improvement.

Kathleen`s contact details

Colleagues

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Nick Veronis

Managing Partner & Co-Founder

Ki Cheng

VP, UX Design

Thirumalaisamy Murugesh

Senior Vice President

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Fay Sun Cpa Mtax

SVP, Head of Canadian Tax

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Geoffrey Segars

Vice President Client Product Data

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Rodrigo Casal

Vice President, International Implementation Specialists

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Michael Pakula Cfa

Managing Director, Data Solutions

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Lara Shackelford

Strategic Advisor

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Chris Solodyna

Managing Director- Client Solutions- Capital Markets

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David Russo

Managing Director

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