Jay Burchfield Email & Phone Number
Senior Team Lead | Performance Reporting @ CAPTRUST
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Jay Burchfield Location
- Brentwood, TN, US
Jay Burchfield Work
- Senior Team Lead | Performance Reporting @ (January 2025 - Present)
- Specialist | Performance Reporting @ (February 2023 - January 2025)
- Operations @ (December 2022 - February 2023)
- Director of Reporting and Technology @ (September 2019 - December 2022)
- Team Lead @ (July 2017 - September 2019)
- Planning Professional @ (May 2012 - July 2017)
- Program Specialist @ (May 2010 - April 2012)
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
- Asset Allocation
- Asset Management
- Estate Planning
- Financial Planners
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Securities
- Strategic Financial Planning
- Wealth Management
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, Asset Allocation, Asset Management, Estate Planning, Financial Planners and more. Jay Burchfield has 1 emails and 2 mobile phone numbers on RocketReach.
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Others Named Jay Burchfield
Jay Burchfield
Senior Team Lead | Performance Reporting
Brentwood, TN, US
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