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 @ (January 2006 - January 2010)
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
401k
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Distribution Strategies
ETFs
Equities
Executive Management
Finance
Financial Planning
Financial Services
Fixed Income
Hedge Funds
Investment Advisory
Investment Management
Investment Strategies
Investments
Leadership
Management
Mutual Funds
Portfolio Management
Relationship Development
Relationship Management
Retirement Planning
Sales
Sales Management
Sales and Marketing
Securities
Separately Managed Accounts
Series 24
Series 63
Series 7
Strategic Financial Planning
Strategic Planning
Strategy
Variable Annuities
Wealth Management
Profit and Loss
Profit
Series 65
Distribution
Branding
Series
Business Strategy
P&l
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 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Jay Rosoff has 2 emails and 1 mobile phone numbers on RocketReach.
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