Jay Burchfield Email & Phone Number
Senior Team Lead | Performance Reporting @ CAPTRUST
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Jay Burchfield Location
- Brentwood, TN, US
Jay Burchfield Work
- 2025 -now Senior Team Lead | Performance Reporting @
- 2023 -2025 Specialist | Performance Reporting @
- 2022 -2023 Operations @
- 2019 -2022 Director of Reporting and Technology @
- 2017 -2019 Team Lead @
- 2012 -2017 Planning Professional @
- 2010 -2012 Program Specialist @
Jay Burchfield Education
- University of Mississippi - School of Business Administration
Bachelor of Business Administration (BBA) (Finance and Financial Management Services)
2005-2009
Jay Burchfield Skills
- Alternative Investments
- Estate Planning
- Strategic Financial Planning
- Portfolio Management
- Wealth Management
- Investments
- Financial Planners
- Asset Management
- Investment Advisory
- Asset Allocation
- Retirement Planning
- Securities
- Mutual Funds
Jay Burchfield Summary
- Jay Burchfield, based in Brentwood, TN, US, is currently a Senior Team Lead | Performance Reporting at CAPTRUST. Jay Burchfield brings experience from previous roles at CAPTRUST and TrustCore Financial Services, LLC. Jay Burchfield holds a 2005 - 2009 Bachelor of Business Administration (BBA) in Finance and Financial Management Services @ University of Mississippi - School of Business Administration. With a robust skill set that includes Alternative Investments, Estate Planning, Strategic Financial Planning, Portfolio Management, Wealth Management and more. Jay Burchfield has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jay Burchfield
Jay Burchfield
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Jay Burchfield
Senior Team Lead | Performance Reporting
Brentwood, TN, US
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