Business Performance Advisor @ (February 2018 - April 2019)
Business Consultant @ (January 2014 - January 2017)
CX Solutions Consultant @ (January 2013 - January 2014)
Investment Consultant @ (January 2010 - January 2012)
Regional Marketing Director @ (January 2006 - January 2008)
Regional Vice President @ (January 2003 - January 2006)
Internal Wholesaler @ (January 1998 - January 2003)
Jay Gibbons Education
Northeastern University
Bachelor's degree (Finance & Marketing)
1992-1996
Jay Gibbons Skills
Wealth Management
Team Leadership
Business Relationship Management
Alternative Investments
Finance
Securities
Asset Allocation
Customer Experience
Investment Strategies
Portfolio Management
Asset Management
Fixed Annuities
Retirement Planning
Equities
401k
Financial Services
Capital Markets
HR Consulting
mutual funds
Outside Sales
sales and marketing
Coaching
Skilled Multi-tasker
Relationship Building
ETFs
Territory Management
IT Consulting
Series 7
Working with Investors
Business Development
Financial Planning
Customer Relationship Management (CRM)
Presentations
Retirement Income Strategies
Supervisory Skills
Organizational Initiatives
Expense Management
Strategic Initiatives
Series 63
Investments
Skilled Multi Tasker
Customer Relationship Management
Jay Gibbons Summary
Jay Gibbons, based in Boston, MA, US, is currently a Sr. Consultant - U.S. Financial Services at SS&C Technologies. Jay Gibbons brings experience from previous roles at Gibby Golf USA, Insperity, John Hancock Investments and Oracle. Jay Gibbons holds a 1992 - 1996 Bachelor's degree in Finance & Marketing @ Northeastern University. With a robust skill set that includes Wealth Management, Team Leadership, Business Relationship Management, Alternative Investments, Finance and more. Jay Gibbons has 5 emails and 1 mobile phone numbers on RocketReach.
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