Jay Gleason Email & Phone Number
Head of Family Wealth Strategies @ CTC Consulting
5 free lookup(s).
Jay Gleason Location
- Chicago, IL, US
Jay Gleason Work
- 2025 -now Head of Family Wealth Strategies @
- 2022 -2025 Senior Director, Family Wealth Strategies @
- 2017 -2022 Executive Director @
- 2011 -2016 Vice-President, Senior Trust Officer @
- 2005 -2011 Estate Planning Attorney @ The Law Offices of Bruce Kiselstein, Ltd.
- 2002 -2005 Attorney @ James C. Provenza, P.C.
- 1999 -2002 Attorney @ Law Offices of Grabowski & Greene Associate Attorney
Jay Gleason Education
- The John Marshall Law School
LLM (Tax)
2003-2006 - Seattle University School of Law
JD (Law)
1994-1997 - Chulalongkorn University
(Law)
1995-1995 - Arizona State University 1991-1994
- Millard South High School Inc 1985-1989
Jay Gleason Skills
- Trust Services
- Estate Planning
- Tax Reduction Strategies
- Estate Administration
- Gift Tax
- Tax
- Trusts
- Wills
- Estate Tax Planning
- Wealth
- Income Tax
- High Net Worth Individuals
- Wealth Management Services
- Trust Management
- Fiduciary
- Estate Law
- Powers of Attorney
- LLC
- Asset Protection
- Wealth Management
- Huntersville
- PMO
- ClearQuest
- Enablement
- Consulting
- Templates
- Quantitative Management
- Citibank
- Cost
- United Kingdom
- CMMI
- Use Case
- Business Process Improvement
- Business Analysis
- Solution
- Analysis
- Sei
- South Africa
- UML
- Data Conversion
- CMM
- Sales and Marketing
- Payment Card Processing
- Management
- Integration
- SPC
- Change Requests
- Applications
- Breakdown
- Charlotte
- Operations
- QFD
- Process Improvement
- IBM
- Detroit
- Metadata
- Computer Science
- Strategic Planning
- Proposal Writing
- Market Penetration
- Ibm Rational
- Banking
- Miami
- Agile Methodologies
- Innovator
- Microsoft SQL Server
- Business Process
- Architecture
- Project
- Focus Groups
- High Speed
- Atlanta
- Software Development Life Cycle
- RequisitePro
- Microsoft Office
- Funding
- Risk Management
- Software Deployment
- Savings
- Financial Functions
- Volatility
- Staff Development
- Multi Language
- SEP IRA
- Power
- Business Partners
- Usa
- Key Performance Indicators
- Subject Matter Expert
- Microsoft Exchange
- Metrics
- Advisory
- Lockbox
- Requirements Management
- Crystal Reports
- SharePoint
- Traceability
- Quality Assurance
- Tracing
- On Budget
- Lloyds
- Infosphere
- Document Imaging
- Australia
- Lean Manufacturing
- Check 21
- Supreme Court
- Provision
- Eagle
- Translation
- Program Management
- Defects
- Iterative
- Mathematics
- Modeling
- Metadata Workbench
- Business Case
- Clearing
- Fault Resolution
- Change Control Board
- Six Sigma
- Conventional
- Change Control
- Testing
- Hsbc
- Vendors
- Image
- Hardware
- Modeler
- Net
- Financial Planning
- Client Facing
- Microsoft Project Server
- ClearCase
- Technical Teams
- Payment Systems
- Federal Reserve
- Intelligent Agents
- Software Development
- Unisys
- Solution Development
- Market
- Rational Team Concert
- Systems Analysis
- Schedules
- SDLC
- Project Management
- Baseline
- Trust
- Budgets
- Microsoft
- Software Engineering
- Project Planning
- Electronics
- Maturity
- Software
- Design
- System
- Training
- RUP
- Canada
- Planning
- Workshops
- Mind
- Mentoring
- Managerial Finance
- Recognizing
- Temporary Placement
- International
Jay Gleason Summary
- Jay Gleason, based in Chicago, IL, US, is currently a Head of Family Wealth Strategies at BMO Family Office. Jay Gleason brings experience from previous roles at BMO Family Office, Morgan Stanley, U.S. Trust, Bank of America Private Wealth Management and The Law Offices of Bruce Kiselstein, Ltd.. Jay Gleason holds a 2003 - 2006 LLM in Tax @ The John Marshall Law School. With a robust skill set that includes Trust Services, Estate Planning, Tax Reduction Strategies, Estate Administration, Gift Tax and more. Jay Gleason has 2 emails and 1 mobile phone numbers on RocketReach.
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Top CTC Consulting Employees
Jon Finney
Managing Director, Research
Portland, OR, US
Michael Goldberg
Managing Director
Chicago, IL, US
Jay Gleason
Head of Family Wealth Strategies
Chicago, IL, US
Rob Hauswirth
Managing Director
Chicago, IL, US
Dave Bensema
Managing Director - Family Office Services
Hinsdale, IL, US
Doug Sullivan
Managing Director
Chicago, IL, US
Mike Hutchinson
Chief Compliance Officer
San Mateo, CA, US
Paul Reedal
Director | Private Markets Research
Portland, OR, US
Scott Wickizer
Director, Equity and Hedge Fund Research
Portland, OR, US
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