Jay Sobo Email & Phone Number
Founder and President @ Liberty Financing
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Jay Sobo Location
- Denver, CO, US
Jay Sobo Work
- 2022 -now Founder and President @
- 2021 -2022 Chief Strategy Officer @ Current Advisors LLC
- 2016 -2021 Vice President @
- 2009 -2016 Investment Consultant @
- 2008 -2009 Loan Officer @
- 2007 -2008 Loan Officer @
Jay Sobo Education
- college for financial planning
Accredited Asset Management Specialist (AAMS)
2013-2013
Jay Sobo Skills
- Series 7
- Series 66
- NMLS Licensed
- Life & Health Insurance Licenses
- Sales
- Sales Presentations
- Mortgage Lending
- Mortgage Banking
- Financial Planning
- Stock Trading
- Wealth Management
- Fixed Income
- Equities
- Outbound Marketing
- Training & Development
- Sales Prospecting
- Financial Guidance
- Retirement Planning
- Retirement Income Strategies
- Client Rapport
- Relationship Building
- Inside Sales
- Retail Banking
- Investments
- Investment Strategies
- Investment Sales
- Marketing Strategy
- Financial Services
- Microsoft Office
- CRM
- Long-term Customer Relationships
- Client Development
- Asset Management
- Asset Allocation
- Mutual Funds
- Risk Management
- FINRA
- Banking
- Long Term Customer Relationships
- Training and Development
- Life And Health Insurance Licenses
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 Series 7, Series 66, NMLS Licensed, Life & Health Insurance Licenses, Sales and more. Jay Sobo has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jay Sobo
Jay Sobo
Founder and President
Denver, CO, US
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Adriana W.
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Jay Sobo
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Denver, CO, US
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