2016 -
now Field Operations Manager and Investor @
2014 -
2016 President @ Michener Lawn & Landscape
2013 -
2014 Investment Advisor @
2011 -
2013 Principal and Investment Advisor @
2001 -
2012 Director of Employee Benefits @ 1934 Group
1997 -
2001 Director of Underwriting @
1993 -
1997 Underwriting Manager @ Aetna US Healthcare
Jay Steele Education
Penn State University
Bachelor of Science (Insurance and Real Estate)
1984
-
1989
Central Bucks West
Series 6, 26, and 65 licenses with FINRA
Jay Steele Skills
Qualified Retirement Plans
401k
403 b
Retirement Plan Consulting
Deferred Compensation
Non-Qualified Deferred Compensation
Fiduciary Services
Investments
Captives
Managed Care
Medicare
Negotiation
Retirement Planning
Non Qualified Deferred Compensation
Leadership
Human Resources
Customer Service
Strategic Planning
Jay Steele Summary
Jay Steele, based in Montgomeryville, PA, US, is currently a CFO and COO at Pocono Turf Supply Co.. Jay Steele brings experience from previous roles at V2 Properties, Michener Lawn & Landscape, Valley Forge Financial Group and JKJ Financial Services. Jay Steele holds a 1984 - 1989 Bachelor of Science in Insurance and Real Estate @ Penn State University. With a robust skill set that includes Qualified Retirement Plans, 401k, 403 b, Retirement Plan Consulting, Deferred Compensation and more. Jay Steele has 2 mobile phone numbers on RocketReach.
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