Jay Pollock Email
Supervisory Principal Sr. @ M Holdings Securities, Inc.
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Jay Pollock Location
- Portland, OR, US
Jay Pollock Work
- 2022 - now Supervisory Principal Sr. @
- 2016 - 2022 Supervisory Principal @
- 2007 - 2016 Branch Manager @
Jay Pollock Education
- Western Oregon University
Bachelor of Science (B.S.) (Finance and Management)
1994 - 1998
Jay Pollock Skills
- Leadership
- Presentation Skills
- Series 63
- PowerPoint
- Banking
- Fixed Income
- Retirement Planning
- Portfolio Management
- Financial Modeling
- Data Analysis
- Investments
- Finance
- Series 66
- Financial Services
- Mutual Funds
- FINRA
- Microsoft Office
- Microsoft Word
- Compliance Operations
- Stocks
- Microsoft Excel
- Interpersonal Communication
- Cross Functional Team Leadership
- Team Development
- Staff Training
- Customer Service
- Regulatory Compliance
- Series 24
- Management
- Project Management
- ETFs
- Relationship Development
- Series 7
- Sales Coaching
- Consulting
- Sales
- Outdoors
- Mentoring
- Cascade
- Proxy
- Operational Efficiency
- Road
- Trusts
- Merrill Lynch
- Coaching
- Security
- Disbursement
- Corporate Actions
- CRM
- Auditing
- Cash Management
- Accounting
- Execution
- Backpacking
- Business Services
- 10K
- Navigation
- Kayak
- Account Reconciliation
- Alpine
- Consolidation
- Daily Reports
- Training
- Policy
- Trains And Add Rails
- System Monitoring
- Phillips
- Portland
- Concepts
- Consultative Selling
- Yahoo
- Corporate Finance
- Retail
- Debt
- Vancouver
- Active
- Maturity
- Marketing
- Credit
- Hiking
- Ski
- SEC Regulations
- Rollouts
- IPO
- Brokers
- Websites
- Responsibility
- Customer Experience
- Client Relationship Building
- Leagues
- Branch Banking
- Trust
- Technical Leadership
- Administering
- Credentials
- Enthusiast
- Fostering
- Racing
- Compliance
- Equities
- Fashion
- Asset
- Financial Analysis
- Psychotherapy
- Financial Transactions
- Culture
- Hood
- Staff Development
- Debit Cards
- Delivery
- Retirement
- Securities
Jay Pollock Summary
- Jay Pollock, based in Portland, OR, US, is currently a Supervisory Principal Sr. at M Holdings Securities, Inc.. Jay Pollock brings experience from previous roles at M Holdings Securities, Inc. and Scottrade. Jay Pollock holds a 1994 - 1998 Bachelor of Science (B.S.) in Finance and Management @ Western Oregon University. With a robust skill set that includes Leadership, Presentation Skills, Series 63, PowerPoint, Banking and more. Jay Pollock has 1 emails on RocketReach.
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Top M Holdings Securities, Inc. Employees
Lenia Muro
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