Financial Representative @ (October 2021 - February 2025)
Managing Director - Capital Markets @ (December 2019 - June 2020)
Consultant @ (June 2018 - September 2018)
Regional Sales Director @ Crossroads Capital Distributors, LLC (August 2016 - March 2018)
Senior Vice President - Fund Distribution @ ARC Income Funds / Hatteras Funds (March 2013 - September 2015)
Managing Director - Head of Distribution @ Thesis Funds Distributors (April 2012 - March 2013)
Vice President, Wealth Management Consultant @ Allianz Life Financial Services, LLC / Member FINRA (March 2011 - March 2012)
Consultant @ Ashmore Group Plc (September 2010 - March 2011)
Managing Director and National Sales Mgr @
Sr. Vice President - Divisional Sales Manager and Investment Consultant @ (January 2001 - March 2006)
Senior Vice President and Wholesaler @ (January 1990 - January 2001)
Retail Advisor @ First Albany Securities (January 1989 - January 1990)
Retail Advisor @ Moseley Securities and A.G. Edwards (January 1985 - January 1989)
Jay Rosoff Education
Northeastern University
BA Finance (Finance and Financial Management Services)
1981-1986
Doherty Memorial High School 1978-1981
Jay Rosoff Skills
Leadership
Fixed Income
Investment Advisory
Series 24
Financial Services
Securities
Portfolio Management
Investments
Executive Management
Strategic Financial Planning
Mutual Funds
Profit and Loss
Hedge Funds
Profit
Asset Allocation
Separately Managed Accounts
Variable Annuities
Distribution Strategies
ETFs
Strategic Planning
Equities
Series 65
Distribution
Investment Strategies
Retirement Planning
401k
Alternative Investments
Branding
Asset Management
Series
Business Strategy
Sales
Management
P&l
Wealth Management
Strategy
Series 7
Investment Management
Relationship Management
Sales Management
Financial Planning
Series 63
Finance
Asset Managment
Jay Rosoff Summary
Jay Rosoff, based in Cranberry Township, PA, US, is currently a SVP, Praxis Distribution Partners at Praxis Distribution Partners. Jay Rosoff brings experience from previous roles at Catalyst Funds & Rational Funds, Securities & Investment Advisors, Inc., Hatteras Sky and Leader Capital Corp. Jay Rosoff holds a 1981 - 1986 BA Finance in Finance and Financial Management Services @ Northeastern University. With a robust skill set that includes Leadership, Fixed Income, Investment Advisory, Series 24, Financial Services and more. Jay Rosoff has 2 emails and 1 mobile phone numbers on RocketReach.
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