Jay Sobo Email & Phone Number
Founder and President @ Liberty Financing
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Jay Sobo Location
- Denver, CO, US
Jay Sobo Work
- Founder and President @ (November 2022 - Present)
- Chief Strategy Officer @ Current Advisors LLC (December 2021 - November 2022)
- Vice President @ (August 2016 - December 2021)
- Investment Consultant @ (November 2009 - June 2016)
- Loan Officer @ (January 2008 - January 2009)
- Loan Officer @ (January 2007 - January 2008)
Jay Sobo Education
- College for Financial Planning
Accredited Asset Management Specialist (AAMS)
2013-2013
Jay Sobo Skills
- Analytical Skills
- Annual Budgeting
- Asset Management
- Business
- Business Analysis
- Business Development
- CRM
- Change Management
- Clear Vision
- Community Engagement
- Competitive Analysis
- Customer Satisfaction
- Decision-Making
- Executive Presentations
- Finance
- Financial Guidance
- Financial Planning
- Financial Services
- Goal Setting
- Interpersonal Skills
- Investment Strategies
- Leadership
- Market Analysis
- Marketing Strategy
- Mortgage Lending
- NMLS Licensed
- Organizational Culture
- Performance Motivation
- Problem Solving
- Refining Processes
- Relationship Development
- Retirement Planning
- Risk Management
- Sales
- Sales Presentations
- Sales Processes
- Sales Prospecting
- Sales Strategy
- Skill Development
- Strategic Planning
- Strategic Thinking
- Strategy
- Strategy Implementation
- System Performance
- Team Building
- Training & Development
- Wealth Management
- Long Term Customer Relationships
- Banking
- Fixed Income
- Retirement Income Strategies
- Training and Development
- Stock Trading
- Inside Sales
- Mortgage Banking
- Outbound Marketing
- Investments
- Series 66
- Asset Allocation
- Equities
- Investment Sales
- Mutual Funds
- Microsoft Office
- Relationship Building
- FINRA
- Client Development
- Client Rapport
- Retail Banking
- Life And Health Insurance Licenses
- Series 7
Jay Sobo Summary
- Jay Sobo, based in Denver, CO, US, is currently a Founder and President at Liberty Financing. Jay Sobo brings experience from previous roles at Current Advisors LLC, American Financing, Charles Schwab and American Equity Mortgage. Jay Sobo holds a 2013 - 2013 Accredited Asset Management Specialist (AAMS) @ College for Financial Planning. With a robust skill set that includes Analytical Skills, Annual Budgeting, Asset Management, Business, Business Analysis and more. Jay Sobo has 1 emails and 1 mobile phone numbers on RocketReach.
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