Jay Newberry Email & Phone Number
Senior Business Development - Western US Financial Advisors @ Raymond James
5 free lookup(s).
Jay Newberry Location
- Texas, United States
Jay Newberry Work
- 2025 -now Senior Business Development - Western US Financial Advisors @
- 2023 -2025 AdvisorChoice Consultant @
- 2022 -2023 Business Development Manager @
- 2021 -2021 Relationship Manager - Northeast Region @
- 2016 -2021 Advisor Consultant at TD Ameritrade Institutional @
- 2011 -2016 Senior Sales Specialist @
- 2010 -2010 Financial Advisor @
- 2000 -2000 Intern @
Jay Newberry Education
- The University of Texas at Arlington
B.S. (Economics)
2002-2005 - Southwestern University
BS of Economics (Computer Science)
1999-2001 - Maypearl High School 1996-1999
Jay Newberry Skills
- Presentation Skills
- Account Management
- Negotiation
- Cold Calling
- Presentations
- RIA Consulting
- Sales
- Management
- Customer Service
- Leadership
- Training
- Financial Planning
- Finance
- Strategic Financial Planning
- Insurance
- Financial Analysis
- Microsoft Office
- Relationship Management
- Microsoft Excel
- Team Leadership
- Forecasting
- Risk Management
- Team Building
- Strategic Planning
- New Business Development
- Budgets
- Financial Services
- Series 7
- Investments
- Wealth Management
- Securities
- Asset Management
- Process Improvement
- Retirement Planning
- Series 63
- Finra
Jay Newberry Summary
- Jay Newberry, based in Texas, United States, is currently a Senior Business Development - Western US Financial Advisors at Raymond James. Jay Newberry brings experience from previous roles at Raymond James, AdvisorEngine, ClientWise LLC and TD Ameritrade Institutional. Jay Newberry holds a 2002 - 2005 B.S. in Economics @ The University of Texas at Arlington. With a robust skill set that includes Presentation Skills, Account Management, Negotiation, Cold Calling, Presentations and more. Jay Newberry has 2 emails and 2 mobile phone numbers on RocketReach.
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