Jay Epstein Email & Phone Number
Director, Relationship Manager | Asset Management Client Portfolio, US and Canada @ Moody's Corporation
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Jay Epstein Location
- Westfield, NJ, US
Jay Epstein Work
- 2025 - now Director, Relationship Manager | Asset Management Client Portfolio, US and Canada @
- 2024 - 2025 Client Relationship Manager @
- 2011 - 2022 Managing Director - Senior Relationship Management, Global Institutional Client Portfolio @
- 2020 - 2022 Managing Director - Cross Asset Solution Sales @
- 2009 - 2011 Executive Vice President, Head of Americas Client Strategy: Equities @
- 2008 - 2009 Chief Operating Officer: Prime Finance Sales @
- 1997 - 2008 Chief Operating Officer: Global and Americas Equities Sales @ Lehman Brothers
Jay Epstein Education
- Northeastern University
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
Jay Epstein Skills
- Hedge Funds
- Capital Markets
- Equities
- Fixed Income
- Trading Systems
- Series 7
- Alternative Investments
- Asset Management
- Management
- Derivatives
- Bloomberg
- Investment Banking
- Investments
- Portfolio Management
- Trading
- Leadership
- Sales
- Financial Services
- Training
- Business Strategy
- Project Management
Jay Epstein Summary
- Jay Epstein, based in Westfield, NJ, US, is currently a Director, Relationship Manager | Asset Management Client Portfolio, US and Canada at Moody's Corporation. Jay Epstein brings experience from previous roles at GLMX - Access, Automate, Analyze, BMO Capital Markets and Nomura. Jay Epstein holds a Bachelor of Business Administration - BBA in Finance and Financial Management Services @ Northeastern University. With a robust skill set that includes Hedge Funds, Capital Markets, Equities, Fixed Income, Trading Systems and more. Jay Epstein has 2 emails and 1 mobile phone numbers on RocketReach.
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