Jay Professional Email & Phone Number
Wealth Advisor @ Lefavi Wealth Management
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Jay Professional Location
- American Fork, UT, US
Jay Professional Work
- 2018 -now Wealth Advisor @
- 2017 -2018 Financial Consultant @
- 2013 -2017 Interm Branch Manager and Senior Financial Consultant @
- 2010 -2013 Education Counselor TD Ameritrade @ Investools
- 2009 -2010 National Sales Manager @ Calls Candy Co
- 1997 -2009 Sales Director @ Roundy Apparel
- 2000 -2000 Sales Executive @
- 1995 -1997 General Manager @
Jay Professional Education
- University of Utah - David Eccles School of Business
-
BS (Business Finance)
Jay Professional Skills
- Sales Management
- Account Management
- Sales
- Business Development
- Team Building
- Negotiation
- Direct Sales
- Coaching
- New Business Development
- Customer Service
- Product Development
- Team Leadership
- Selling
- Sales Process
- Selling Skills
- Entrepreneurship
- Public Speaking
- Sales Presentations
- Microsoft Excel
- Contract Negotiation
- Management
- Relationship Management
- Microsoft Office
- Trading
- Competitive Analysis
- Recruiting
- Series 7
- Series 24
- Series 66
- Financial Services
- Investments
- Finra
Jay Professional Summary
- Jay Professional, based in American Fork, UT, US, is currently a Wealth Advisor at Lefavi Wealth Management. Jay Professional brings experience from previous roles at E*TRADE, TD Ameritrade, Investools and Calls Candy Co. Jay Professional holds a University of Utah - David Eccles School of Business. With a robust skill set that includes Sales Management, Account Management, Sales, Business Development, Team Building and more. Jay Professional has 2 emails and 1 mobile phone numbers on RocketReach.
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