Jay Wallin Location
Kilmarnock, VA, US
Jay Wallin Work
- 2012 - now Investment Executive @ Davenport & Company LLC
- 2011 - now Investment Executive @ Davenport & Company LLC
- 2006 - 2012 director RCCF @ Community Foundation for a greater Richmond
- 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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