Jay Mehta Email & Phone Number
Fiduciary Advisor, Chief Executive @ Veraz Advisors
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Jay Mehta Location
- San Ramon, CA, US
Jay Mehta Work
- Fiduciary Advisor, Chief Executive @ (July 2016 - Present)
Jay Mehta Education
- Columbia Business School
MBA (Finance and Financial Management Services)
- University of California, Berkeley, Haas School of Business
MBA (Business Administration and Management, General)
- Hope International University
BS (Business Administration and Management)
Jay Mehta Skills
- Analysis
- Business Strategy
- Coaching
- Consulting
- Entrepreneurship
- Executive Management
- Family Wealth Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Forecasting
- Financial Markets
- Financial Modeling
- Financial Planning
- Financial Risk
- Financial Services
- Financial Structuring
- Healthcare Management
- Independent Financial Advice
- Insurance
- Insurance Planning
- Intergenerational Wealth Transfer
- Investment Properties
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Long Term Care Insurance
- Management Consulting
- Mergers & Acquisitions
- Multi-generational Planning
- Multi-generational wealth transfer
- Personal Finance
- Public Speaking
- Real Estate
- Real Estate Investment
- Start-ups
- Strategic Planning
- Strategy
- Tax Planning
- Teaching
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Preservation
- Wealth Preservation Planning
- Wealth Transfer
- Working with Investors
- Board of Directors
- Customer Service
- Organizational Leadership
- Management
- Mergers and Acquisitions
- Business Analysis
- Technology Implementation
- Process Improvement
- Start Ups
- Microsoft Technologies
- Team Building
- Cross Functional Team Leadership
- Start Up Consulting
- Change Management
- Mentoring
- Lean Startup
- Venture Financing
- Start Up Ventures
- Program Management
- Early Stage Startups
- Fundraising
- Strategic Partnerships
- Corporate Development
- New Business Development
- Due Diligence
- Corporate Finance
- Valuation
- Business Development
- Competitive Analysis
- Forecasting
- B2b
- Mergers
- P&l Management
- Negotiation
- E Commerce
- Acquisitions
- Divestitures
- Strategy Development
- Venture Capital
- Joint Ventures
- Deal Execution
- Capital Structure
- Deal Sourcing
- Chartered Financial Analyst
- Retail
Jay Mehta Summary
- Jay Mehta, based in San Ramon, CA, US, is currently a Fiduciary Advisor, Chief Executive at Veraz Advisors. Jay Mehta holds a MBA in Finance and Financial Management Services @ Columbia Business School. With a robust skill set that includes Analysis, Business Strategy, Coaching, Consulting, Entrepreneurship and more. Jay Mehta has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Veraz Advisors Employees
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San Ramon, CA, US
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