Jay Palmer Email & Phone Number
VP Trust - Retirement Plan Relationship Advisor @ First Financial Trust & Asset Management Company
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Jay Palmer Location
- Houston, TX, US
Jay Palmer Work
- VP Trust - Retirement Plan Relationship Advisor @ (June 2026 - Present)
- Sr. Vice President - National Sales Manager and Institutional Sales @ (March 2022 - September 2024)
- Vice President - National Accounts @ (September 2021 - March 2022)
- Regional Director @ (March 2021 - September 2021)
- Director of Retirement National Accounts @ (January 2011 - January 2019)
- VP - Retirement Plan Consultant - DCIO @ (January 2006 - January 2011)
- Senior Product Manager - Retirement Plans @ (January 2003 - January 2006)
- Regional VP - Retirement Plan Consultant (Bundled Solutions) @ (January 2000 - January 2003)
Jay Palmer Education
- Stephen F. Austin State University
Bachelor of Business Administration - BBA (Marketing)
Jay Palmer Skills
- Series 7
- CRSP
- Series 63
- External Sales
- Customer Relationship Management (CRM)
- Series 66
- DCIO
- CMFC
- Product Management
- Client Engagement
- CIMA
- Bundled 401(k)
- Retirement Services
- Investments
- Series 6
- Series 26
- TPA
- Asset Management
- Certified Investment Management Analyst
- 401(k) Retirement Savings Plans
Jay Palmer Summary
- Jay Palmer, based in Houston, TX, US, is currently a VP Trust - Retirement Plan Relationship Advisor at First Financial Wealth Management. Jay Palmer brings experience from previous roles at American Trust and Invesco US. Jay Palmer holds a Bachelor of Business Administration - BBA in Marketing @ Stephen F. Austin State University. With a robust skill set that includes Series 7, CRSP, Series 63, External Sales, Customer Relationship Management (CRM) and more. Jay Palmer has 1 emails and 1 mobile phone numbers on RocketReach.
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