1998 -2000 Call Center Representative @ Diversified Investment Advisors
Jay Bowen Education
Mount Saint Mary College
Bachelor of Science (BS) (Accounting)
1994-1998
Jay Bowen Skills
FINRA Series 24
FINRA Series 7
FINRA Series 6
FINRA Series 63
Management
Leadership
Financial Services
401k
403 b
Retirement
Retirement Services
Retirement Education
Research
Microsoft Excel
Financial Planning
Series 63
Microsoft Word
Microsoft Office
401(k) Retirement Savings Plans
Series 7
Investments
Mutual Funds
Retirement Benefits
Hold Series 7
Sales
401k Rollovers
Customer Relationship Management (CRM)
Customer Retention
Presentation Skills
Series 24
Series 6
Career Development
Career Development Coaching
Coaching & Mentoring
Business Transformation
Change Management
Strategic Planning
Asset Allocation
Critical Thinking
Investment Education
Team Building
Problem Solving
Collaborative Problem Solving
Customer Service
Process Improvement
Customer Service Management
Sales Presentations
Life Insurance
Whole Life Insurance
Creative Process Development
Jay Bowen Summary
Jay Bowen, based in Hartford, CT, US, is currently a Regional Vice President at Nationwide Financial. Jay Bowen brings experience from previous roles at Adventure Cycling Association, MassMutual and U.S. Coast Guard. Jay Bowen holds a 1994 - 1998 Bachelor of Science (BS) in Accounting @ Mount Saint Mary College. With a robust skill set that includes FINRA Series 24, FINRA Series 7, FINRA Series 6, FINRA Series 63, Management and more. Jay Bowen has 2 emails and 2 mobile phone numbers on RocketReach.
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