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Tricia Bailey

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Tricia Bailey

Vice President, Sales Consultant, FuturePlan | Ascensus

Waterford Township, Michigan, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Tricia Bailey

Work Experience

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Vice President, Sales Consultant, FuturePlan at

Ascensus

March 2022 - Present

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Qualified Retirement Plan Consultant/Client Experience Manager at

TrueNorth RETIRE

April 2021 - March 2022

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Financial Planning Consultant at

SPC Wealth Management

August 2020 - April 2021

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Qualified Retirement Plan Specialist/Financial Representative at

Northwestern Mutual

July 2018 - July 2020

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Regional Sales Director at

Empower Annuity Insurance Company of America

July 2015 - July 2018

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Regional Sales Consultant at

The Retirement Advantage, Inc. (TRA)

April 2014 - July 2015

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Client Relations Manager at

Ing

May 2008 - April 2014

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Marketing Consultant at

Ing

June 2005 - February 2008

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Marketing Specialist at

Principal Co

January 2001 - January 2003

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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

mail

*************@ascensus.com

Colleagues

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Nick Good

President

Sean Zent

Vice President, Business Development

Pamela Sandelin

Vice President, Insights & Analytics

Stacy Robin

Vice President

Steve Cronin

National Sales Directonr

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Tapas Ghosh

Vice President, Offshore Operations

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Peg Creonte

President, Ascensus Government Savings

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Thomas Hewitt

Senior Vice President, Relationship Management

Peter Perdomo

Regional Vice President - Retirement Plans

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