About
Investor and market strategist with a finance and emerging technologies background who has developed data-driven trading and investment strategies since 2017. He previously held finance roles at Fortune 500 companies and has advised various startups and ventures.
Experience
- WealthUnionPartnercurrent2021 — presentWealthUnion.io
- Self EmployedEntrepreneurcurrent2018 — present
- POKTStakingCEO2023 — 2025San Juan, Puerto Rico
- PepsiCoSenior Financial Analyst2016 — 2018Chicago, Illinois
- Sears Holdings CorporationBusiness Finance Manager2015 — 2016
- Sears Holdings CorporationSenior Financial Analyst2013 — 2015Sears Automotive Center
- Sears Holdings CorporationFinancial Analyst2012 — 2013Drug Store & Grocery
- Canary Wharf Group plcStrategy Advisor's Intern2011
Education
- Indiana University - Kelley School of BusinessBachelor of Science, Business; Finance2008 — 2012
- Indiana University BloomingtonBachelor of Science (B.S.), Finance and Financial Management Services2008 — 2012
- Study Abroad: Arcadia University & City University, Cass Business SchoolBachelor of Science (B.S.), Finance2011
Skills & more
Financial Modeling8Financial Analysis9Budgets9Data Analysis3Accounting2Asset ManagmentFinance8Risk ManagementTeradata SQL1Ad Hoc Reporting1Essbase1Analysis10
+5 more
Microsoft ExcelAccessPowerPointPeopleSoftBusiness ObjectsLanguages English
From Brian's professional profile.
Colleagues at WealthUnion
Frequently asked questions
- Where does Brian Bailey work?
- Brian Bailey is Partner at WealthUnion.
Same school
Also attended Indiana University - Kelley School of Business88
Scott D. DorseyInvestor at High AlphaJoe HaraVice President at Marlin Equity PartnersJesseSaaS Growth Lead at Saas Ventures, L.L.C.Doug SillsPartner at Anthem Venture Management, LlcDanisha PasayaAnalyst, M&A Advisory at eGateway CapitalAaron DonenbergPortfolio Finance Associate at Energize Ventures
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+ 82 more
Also attended Indiana University Bloomington140
Tianen LiangTax Controller at Felicis VenturesDavid KraneCEO & Managing Partner at GV (Google Ventures)Keren GottliebEvent Manager at GreycroftLogan HilleLife Sciences Analyst at CincyTechJay JohnsonBoard Member at CincyTechEric TobiasInvestor at High Alpha
+ 134 more
Shared employers
Also worked at PepsiCo59
Mark TowfiqVenture Partner at Copper Sky CapitalDaniel MurrayVenture Partner at Calibrate VenturesHarry HuiCo-founder of ClearVue Partners at CVP NoLimitAnna FarberovVenture Partner at TAU VenturesMarie-Christine LevetFounding Partner at EducapitalRuth Foxe BladerInvestor at Citrine Venture
+ 53 more
Also worked at Sears Holdings Corporation14
Susan EhrlichPartner at Core Venture CapitalImmad BaigDirector, Accounting at Mainsail PartnersStacie ShawFounder, Pitch Deck Fire at Seed Round CapitalMichael MaPartner at Liquid VenturesAndy ZoppManaging Partner at Cleveland AvenueJanet XuSenior Principal at Distributed Ventures
+ 8 more