Naam J. Bailey
SENIOR ASSOCIATE, WEALTH MANAGEMENT
Naam is a Senior Associate, Wealth Management at Choreo, supporting teams in Reno, Nevada and Orinda, California and has over 30 years of experience in support functions within the financial services industry.
She began her career at Prudential Securities and went on to hold key roles at Smith Barney (now Morgan Stanley) and Northwestern Mutual, focusing on operations, account maintenance, and client service. Naam was also instrumental in launching the first Benjamin Edwards & Company office in Reno, Nevada, and served as Client Relations Director at Enso Wealth Management, managing client relationships and operational processes.
Naam is dedicated to providing exceptional service and building lasting relationships with Choreo clients.
