Jay Rao Location
- Cincinnati, OH, US
Jay Rao Work
- 2024 - now Senior Account Executive @
- 2013 - 2024 Sales Director @ Envestnet | Tamarac
- 2012 - 2013 Sales Executive @
- 2008 - 2012 Technology Consultant @
- 2005 - 2008 Senior Sales Specialist @ Schwab Performance Technologies
- 2003 - 2005 Team Leader @ Schwab Performance Technolgies
- 2001 - 2003 Technical Support Specialist @ Schwab Performance Technologies
Jay Rao Education
- West Virginia University
Bachelor of Science (Environmental Science, Computer Science)
1992 - 1997 - West Virginia University 1992 - 1997
Jay Rao Skills
- Wealth Management
- Investments
- Asset Managment
- Portfolio Management
- Strategic Financial Planning
- Series 7
- Investment Advisory
- Mutual Funds
- Asset Allocation
- Retirement Planning
- Alternative Investments
- Series 63
- Equities
- Financial Services
- Public Speaking
- Investment Strategies
- Securities
- Investment Management
- Estate Planning
- Hedge Funds
- PowerPoint
- C
- Portals
- Dreamweaver
- Advent
- HTML 5
- Sales
- Teaching
- Matlab
- Web Design
- Data Analysis
- Visual Studio
- Microsoft SQL Server
- Event Planning
- Market Research
- Web Development
- English
- Negotiation
- Business Analysis
- Team Management
- Team Leadership
- Android Development
- Visio
- Strategic Planning
- ASP.NET
- Software
- Mobile Applications
- Microsoft Office
- Microsoft Word
- Java
- Programming
- Microsoft Excel
- Social Networking
- Event Management
- WordPress
- Time Management
- PHP
- Customer Service
- JavaScript
- CSS
- SQL
- Budgets
- Business Strategy
- Teamwork
- Management
- Project Management
- Strategic Financial
- Research
- Computer Science
- Database Design
- Marketing Strategy
- C#
- Analysis
- MySQL
- Databases
Jay Rao Summary
- Jay Rao, based in Cincinnati, OH, US, is currently a Senior Account Executive at Addepar. Jay Rao brings experience from previous roles at Envestnet | Tamarac, Advent Software, Schwab Advisor Services and Schwab Performance Technologies. Jay Rao holds a 1992 - 1997 Bachelor of Science in Environmental Science, Computer Science @ West Virginia University. With a robust skill set that includes Wealth Management, Investments, Asset Managment, Portfolio Management, Strategic Financial Planning and more. Jay Rao has 2 emails and 1 mobile phone numbers on RocketReach.
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