Jay Kirkpatrick Email & Phone Number
Private Wealth Advisor, Managing Director @ Merrill Lynch
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Jay Kirkpatrick Location
- Spokane, WA, US
Jay Kirkpatrick Work
- 1996 -now Private Wealth Advisor, Managing Director @
Jay Kirkpatrick Education
- Eastern Washington University
Bachelor's Degree
1992-1997
Jay Kirkpatrick Skills
- Wealth Management
- Retirement Planning
- Portfolio Management
- Business Development
- Marketing
- Sales
- Strategic Financial Planning
- Estate Planning Strategies and Wealth Transfer
- Goals Based Investment Strategies
- Investments
- Purchasing
- Finance
- CRPC
- Asset Allocation
- Customized Investment Strategies
- Family Wealth Management Strategy
- Series 7
Jay Kirkpatrick Summary
- Jay Kirkpatrick, based in Spokane, WA, US, is currently a Private Wealth Advisor, Managing Director at Merrill Private Wealth Management. Jay Kirkpatrick holds a 1992 - 1997 Bachelor's Degree @ Eastern Washington University. With a robust skill set that includes Wealth Management, Retirement Planning, Portfolio Management, Business Development, Marketing and more. Jay Kirkpatrick has 2 emails and 1 mobile phone numbers on RocketReach.
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