Managing Partner @ TriBalance Consulting Group (November 2008 - December 2012)
Managing Partner @ TriBalance Group (January 2008 - December 2012)
Assistant Vice President @ Interior Savings (January 1999 - January 2008)
AVP Wealth Mgmt @ Interior Savings Credit Union (January 1999 - January 2008)
Business Development Manager @ (January 1990 - January 1998)
Marketing Manager @ (January 1990 - January 1998)
Jay Cec Education
Royal Roads University
CEC (Executive Coaching)
2008-2008
Simon Fraser University
Diploma Ed
1985-1986
University of Calgary
Bachelor of Education - BEd
1981-1985
University of Illinois at Chicago
n/a (General Studies)
1980-1981
Simon Fraser University
University of Calgary
University of Illinois Chicago
Jay Cec Skills
Mortgage Lending
Strategic Financial Planning
Banking
Risk Management
Loans
Credit
Estate Planning
Investment Advisory
Wealth
Retirement
Wealth Accumulation
Investment Strategies
Leadership
Business Analysis
Program Management
Management
Research
Jay Cec Summary
Jay Cec, based in Kelowna, BC, CA, is currently a CEO at CUSO Wealth Strategies Inc.. Jay Cec brings experience from previous roles at CUSO Wealth Strategies Inc., TriBalance Consulting Group, TriBalance Group and Interior Savings. Jay Cec holds a 2008 - 2008 CEC in Executive Coaching @ Royal Roads University. With a robust skill set that includes Mortgage Lending, Strategic Financial Planning, Banking, Risk Management, Loans and more. Jay Cec has 2 emails and 1 mobile phone numbers on RocketReach.
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