Jay Cec Email & Phone Number
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Jay Cec Location
- Kelowna, BC, CA
Jay Cec Work
- 2011 -now CEO @
- 2011 -now Chief Executive Officer @
- 2008 -2012 Managing Partner @ TriBalance Consulting Group
- 2008 -2012 Managing Partner @ TriBalance Group
- 1999 -2008 Assistant Vice President @
- 1999 -2008 AVP Wealth Mgmt @ Interior Savings Credit Union
- 1990 -1998 Business Development Manager @
- 1990 -1998 Marketing Manager @
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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