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Jay Goetschius Location
Jupiter, FL, US
Jay Goetschius Work
Managing Director and Head of Florida @ (March 2022 - Present)
Managing Director and Relationship Manager @ (May 2016 - March 2022)
Principal and Senior Wealth Advisor @ (March 2012 - May 2016)
Partner - Head of Client Relationship Management @ HPM Partners (now Cerity) (January 2009 - January 2012)
Managing Director and Head of NYC Sales @ (January 1996 - January 2009)
Vice President and Lending Officer @ (January 1991 - January 1996)
Management Trainee and Associate @ (January 1991 - January 1992)
Jay Goetschius Education
Seton Hall University
Master of Business Administration (Finance)
2000-2002
St. Lawrence University
Bachelor's Degree (Economics)
1986-1990
Ridgewood HS
Jay Goetschius Skills
Wealth Management
Investments
Asset Allocation
Private Banking
Private Equity
Strategic Financial Planning
Investment Advisory
Wealth Management Services
Banking
Financial Services
Alternative Investments
Asset Management
Hedge Funds
Start-ups
Investment Management
Portfolio Management
Financial Planning
Start Ups
Subversion
Agile Project Management
Microsoft SQL Server
Web Development
Scrum
Desarrollo de software
UML
Oracle
HTML
Mobile Applications
XML
SQL
Software Product Management
Project Management
Kanban
Software Development
Software Project Management
MySQL
Jay Goetschius Summary
Jay Goetschius, based in Jupiter, FL, US, is currently a Managing Director and Head of Florida at Pitcairn. Jay Goetschius brings experience from previous roles at Abbot Downing, Bessemer Trust, HPM Partners (now Cerity) and BNY Mellon Wealth Management. Jay Goetschius holds a 2000 - 2002 Master of Business Administration in Finance @ Seton Hall University. With a robust skill set that includes Wealth Management, Investments, Asset Allocation, Private Banking, Private Equity and more. Jay Goetschius has 3 emails and 3 mobile phone numbers on RocketReach.
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