Jay Ezzell Email & Phone Number
Managing Director, Founder @ Natoma Wealth
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Jay Ezzell Location
- Folsom, CA, US
Jay Ezzell Work
- 2014 -now Managing Director, Founder @
- 1999 -2014 Senior Vice President, Wealth Management @
Jay Ezzell Education
- Stanford University
(Innovation and Entrepreneurship Program)
- UCLA Anderson School of Management
Certified 401(k) Professional (C(k)P™)
- University of Pennsylvania
Wharton School of Business
- California State University-Sacramento
Jay Ezzell Skills
- High Net Worth Individuals
- Fiduciary Management
- Strategic Financial Planning
- Fiduciary Services
- Portfolio Management
- Portfolio Optimization
- Equity Research
- Investment Strategies
- Wealth Preservation Planning
- Asset Management
- Options
- Municipal Bonds
- Retirement Plan Consulting
- Employee Benefits
- Alternative Investments
- Qualified Retirement Plans
- 401k
- Pensions
- Retirement Planning
- Retirement
- Finance
- Financial Advisory
- Wealth Management
- Microsoft Office
- Startups
- Entrepreneurship
- Strategic Planning
- Strategy
Jay Ezzell Summary
- Jay Ezzell, based in Folsom, CA, US, is currently a Managing Director, Founder at Natoma Wealth. Jay Ezzell brings experience from previous roles at Merrill Lynch. Jay Ezzell holds a Stanford University. With a robust skill set that includes High Net Worth Individuals, Fiduciary Management, Strategic Financial Planning, Fiduciary Services, Portfolio Management and more. Jay Ezzell has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Natoma Wealth Employees
Alec Fisher
Managing Director, Private Wealth Advisor
Folsom, CA, US
Meredith Mussano
Registered Client Service Associate
Placerville, CA, US
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