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Tricia Bailey
Tricia Bailey
Vice President, Sales Consultant, FuturePlan | Ascensus
Waterford Township, Michigan, United States
Tricia Bailey
Summary
Tricia Bailey is an accomplished retirement plan consultant with over 20 years of experience in the financial services industry. Currently serving as Vice President at FuturePlan, she specializes in 401(k) retirement savings plans and is known for her unique plan designs that help businesses minimize taxes while maximizing employee benefits. Tricia's passion for the industry is evident in her dynamic speaking engagements and her ability to forge strong relationships with clients and advisors alike. She has a proven track record of working with various organizations, ranging from startups to large corporations, and is dedicated to providing top-notch service. Outside of work, Tricia is an active community member, serving on the board of Camp Oakland and collaborating with multiple nonprofits to make a positive impact. Her enthusiasm for retirement planning and commitment to client success set her apart in a competitive field.
Tricia Bailey
Work Experience
Vice President, Sales Consultant, FuturePlan at
Ascensus
March 2022 - Present
Qualified Retirement Plan Consultant/Client Experience Manager at
TrueNorth RETIRE
April 2021 - March 2022
Financial Planning Consultant at
SPC Wealth Management
August 2020 - April 2021
Qualified Retirement Plan Specialist/Financial Representative at
Northwestern Mutual
July 2018 - July 2020
Regional Sales Director at
Empower Annuity Insurance Company of America
July 2015 - July 2018
Regional Sales Consultant at
The Retirement Advantage, Inc. (TRA)
April 2014 - July 2015
Client Relations Manager at
Ing
May 2008 - April 2014
Marketing Consultant at
Ing
June 2005 - February 2008
Marketing Specialist at
Principal Co
January 2001 - January 2003
Tricia Bailey
Education
axia college
January 2004 - January 2008
Frequently Asked Questions about Tricia Bailey
What is Tricia Bailey email address?
Tricia Bailey's primary email address is *************@ascensus.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Tricia Bailey work for?
Tricia Bailey is a Vice President, Sales Consultant, FuturePlan at Ascensus, a company specializing in Monetary Authorities-Central Bank.
Where Tricia Bailey graduated from?
Tricia Bailey holds a degree in Business from axia college.
How can I directly contact Tricia Bailey?
To contact Tricia Bailey directly, you can use the email address *************@ascensus.com. Complete contact information is available upon registration with Muraena.
Who is Tricia Bailey?
Tricia Bailey is an accomplished retirement plan consultant with over 20 years of experience in the financial services industry. Currently serving as Vice President at FuturePlan, she specializes in 401(k) retirement savings plans and is known for her unique plan designs that help businesses minimize taxes while maximizing employee benefits. Tricia's passion for the industry is evident in her dynamic speaking engagements and her ability to forge strong relationships with clients and advisors alike. She has a proven track record of working with various organizations, ranging from startups to large corporations, and is dedicated to providing top-notch service. Outside of work, Tricia is an active community member, serving on the board of Camp Oakland and collaborating with multiple nonprofits to make a positive impact. Her enthusiasm for retirement planning and commitment to client success set her apart in a competitive field.
Tricia`s contact details
*************@ascensus.com
Colleagues
President
Vice President, Business Development
Vice President, Insights & Analytics
Vice President
National Sales Directonr
Vice President, Offshore Operations
President, Ascensus Government Savings
Senior Vice President, Relationship Management
Regional Vice President - Retirement Plans