Jay Llewelyn Email & Phone Number
Shareholder, Research Analyst and Portfolio Administrator @ Entrust Financial LLC
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Jay Llewelyn Location
- Philadelphia, PA, US
Jay Llewelyn Work
- Shareholder, Research Analyst and Portfolio Administrator @ (January 2024 - Present)
- Research Analyst and Portfolio Associate @ (December 2020 - December 2024)
- Client Service Associate @ (December 2019 - December 2020)
- Trade Error Analyst @ (June 2018 - December 2019)
- Portfolio Specialist @ (October 2016 - June 2018)
- Financial Advisor @ (December 2015 - August 2016)
Jay Llewelyn Education
- Robert Morris University
Bachelor’s Degree (Finance Economics and Accounting)
2012-2016
Jay Llewelyn Skills
- Asset Allocation
- Asset Management
- Customer Service
- Due Diligence
- Equity Research
- Equity Valuation
- Financial Forcasting and Analysis
- Financial Modeling
- Fixed Income Valuation
- High-Net-Worth Individuals (HNWI)
- Investment Management
- Investment Policy
- Investment Strategies
- Investments
- Microsoft Excel
- Microsoft Office
- Multi Factor Portfolio construction
- Portfolio Management
- PowerPoint
- Private Wealth Management
- Quantitative Analytics
- Wealth Planning
Jay Llewelyn Summary
- Jay Llewelyn, based in Philadelphia, PA, US, is currently a Shareholder, Research Analyst and Portfolio Administrator at Entrust Financial LLC. Jay Llewelyn brings experience from previous roles at Entrust Financial LLC and Envestnet, Inc. Jay Llewelyn holds a 2012 - 2016 Bachelor’s Degree in Finance Economics and Accounting @ Robert Morris University. With a robust skill set that includes Asset Allocation, Asset Management, Customer Service, Due Diligence, Equity Research and more. Jay Llewelyn has 1 emails and 1 mobile phone numbers on RocketReach.
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