Keith Bailey, MBA has a diverse work experience spanning over 15 years. Keith currently holds the position of Manager - Wealth Client Services at CAPTRUST since January 2022. Prior to this role, they served as a Senior Team Leader at CAPTRUST from January 2021 to January 2022. Before joining CAPTRUST, Keith was a Client Management Consultant at the same company from October 2018 to January 2021.
Earlier in their career, Keith worked as a Financial Planner at Stearns Financial Group from February 2016 to October 2018. Prior to that, they were an Investment Consultant (Level II) at Scottrade from July 2007 to February 2016.
Keith's career began as a Manager in Training at PRG Real Estate from September 2006 to July 2007.
Overall, Keith Bailey has a strong background in wealth client services, team leadership, client management, financial planning, and investment consulting.
Keith Bailey, MBA, completed their education with a high school diploma from Muscatine High School in 2002. Keith then pursued a Bachelor's degree in Marketing from Iowa State University - Ivy College of Business, which they completed between 2003 and 2006. Later, Keith earned their MBA in Business Administration from East Carolina University, graduating in 2014.
January 1, 2024 - present
January, 2022
January, 2021
October, 2018
SVP Growth, Americas, Crm, Marketing Technology & Data Solutions at Merkle
Director Client Management at Microsoft
Global Scaled Customer Success Manager at LinkedIn
Sr. Channel Marketing Manager | CORE & Motorsports at GoPro
Manager - Key Account Management at FlipKart
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