Jay Wallin Location

Kilmarnock, VA, US

Jay Wallin Work

  • 2006 - 2012 Board Member, past Chair,Treasurer @ River Counties Community Foundation
  • 2006 - 2011 President and CEO @ Bay Trust Company
  • 1998 - 2006 President and CEO @ CDB Family Office
  • 1991 - 2000 VP @ SunTrust

Jay Wallin Education

  • VA Tech

    Bachelor of Science (Finance and Management)

    1977 - 1981
  • Wester Branch

  • Western Branch

Jay Wallin Skills

  • Wealth Management
  • Retirement Planning
  • Investment Advisory
  • Investments
  • Portfolio Management
  • Retirement
  • Strategic Financial Planning
  • Investment Management
  • Mutual Funds
  • Asset Management

Jay Wallin Summary

Jay Wallin, based in Kilmarnock, VA, US, is currently a Investment Executive at Davenport & Company LLC. Jay Wallin brings experience from previous roles at Davenport & Company LLC, The Community foundation, River Counties Community Foundation and Bay Trust Company. Jay Wallin holds a 1977 - 1981 Bachelor of Science in Finance and Management @ VA Tech. With a robust skill set that includes Wealth Management, Retirement Planning, Investment Advisory, Investments, Portfolio Management and more. Jay Wallin has 1 emails and 1 mobile phone numbers on RocketReach.
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