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
- 2026 -now VP Trust - Retirement Plan Relationship Advisor @
- 2022 -2024 Sr. Vice President - National Sales Manager and Institutional Sales @
- 2021 -2022 Vice President - National Accounts @
- 2021 -2021 Regional Director @
- 2011 -2019 Director of Retirement National Accounts @
- 2006 -2011 VP - Retirement Plan Consultant - DCIO @
- 2003 -2006 Senior Product Manager - Retirement Plans @
- 2000 -2003 Regional VP - Retirement Plan Consultant (Bundled Solutions) @
Jay Palmer Education
- Stephen F. Austin State University
Bachelor of Business Administration - BBA (Delta Tau Delta International Fraternity, Nacogdoches Meals on Wheels)
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 Delta Tau Delta International Fraternity, Nacogdoches Meals on Wheels @ 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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