Jon Bailey

Jon Bailey is an experienced professional in fund administration and business analysis with a strong track record across multiple financial institutions. Currently serving as a Senior Associate in Fund Administration at Principal Financial Group since October 2023, Jon has previously held various roles at UMB Bank since January 2016, including Business Analyst and Fund Administration Project Manager, where responsibilities included process improvement and project ROI evaluation. Additional experience includes managing a team at U.S. Bank overseeing custody accounts and assets, along with roles in fund administration and economic research. Jon holds both a Master’s and a Bachelor’s degree in Economics from the University of Wisconsin-Milwaukee.