Jay Haralson Email & Phone Number
Director and Team Lead, Private Banking Scotia Wealth Management @ Scotiabank
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Jay Haralson Location
- Calgary, AB, CA
Jay Haralson Work
- Director and Team Lead, Private Banking Scotia Wealth Management @ (October 2015 - Present)
- Financial Consultant @ (April 2003 - October 2015)
- Private Banker @ (March 2000 - April 2003)
- Sales Representative @ (January 1999 - February 2000)
- Commercial Loan Officer @ (January 1997 - January 1999)
- Manager Customer Service @ (January 1995 - January 1997)
- Customer Service @ (March 1992 - April 1995)
Jay Haralson Education
- Mount Royal College
Bachelor of Business Administration (BBA)
1992-1994 - The University of Calgary
Physical education
1989-1991
Jay Haralson Skills
- Loans
- Customer Service
- Sales
- Finance
- Wealth Management
- Strategic Financial Planning
- Investments
- Portfolio Management
- Banking
- Mutual Funds
- Retirement Planning
- Investment Advisory
- Private Banking
- Retail Banking
- Credit
- Investment Strategies
- Financial Services
- Estate Planning
- Risk Management
- Wealth
- Financial Analysis
- Asset Management
- Securities
- Mortgage Lending
- Equities
- Financial Advisory
- Retirement
- Commercial Banking
- Relationship Management
- Wealth Management Services
- Fixed Income
- High Net Worth Individuals
- Financial Modeling
- Investment Management
- Credit Analysis
- Asset Allocation
- Bonds
- Financial Risk
- Residential Mortgages
- Cash Management
- Insurance
- Alternative Investments
- Financial Planners
- Business Analysis
- Microsoft Excel
- Marketing
Jay Haralson Summary
- Jay Haralson, based in Calgary, AB, CA, is currently a Director and Team Lead, Private Banking Scotia Wealth Management at Scotiabank. Jay Haralson brings experience from previous roles at Scotiabank and Cintas. Jay Haralson holds a 1992 - 1994 Bachelor of Business Administration (BBA) @ Mount Royal College. With a robust skill set that includes Loans, Customer Service, Sales, Finance, Wealth Management and more. Jay Haralson has 2 emails on RocketReach.
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