Jay Washington Email & Phone Number
External Client Advisor Retirement Northeast Region - Vice President @ JPMorgan Chase & Co.
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Jay Washington Location
- Wilmington, DE, US
Jay Washington Work
- External Client Advisor Retirement Northeast Region - Vice President @ (March 2025 - Present)
- Sales Director @ (February 2024 - March 2025)
- Associate Vice President, Diverse Markets Segment @ (January 2022 - February 2024)
- Client Relationship Manager @ (July 2020 - January 2022)
- Client Relationship Manager @ (February 2019 - July 2020)
- Internal Sales Consultant @ (June 2016 - February 2019)
- Retirement Plan Consultant @ (September 2014 - June 2015)
- Sr. Relationship Manager @ (July 2002 - September 2014)
- Financial Advisors @ (October 2001 - May 2002)
- Participant services associate @ Vanguard Group (January 2000 - February 2000)
Jay Washington Education
- Virginia Commonwealth University - School of Business
Certificate (Financial Planning and Services)
2006-2007 - Point Park University
MBA (International Business)
2003-2004
Jay Washington Skills
- 401k
- 403(b)
- Annuities
- Annuity Strategies
- Asset
- Asset Allocation
- Business Development
- Business Planning
- Business Process Improvement
- CRM
- Call Center
- Client Service
- Collaborative Leadership
- Conference Presentations
- Confidentiality
- Consulting
- Cross Selling
- Economics
- Employee Benefit Plan Design
- Employee Benefits
- Fiduciary
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Industry standards
- Influence At All Levels
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Legislative Relations
- Management
- Mentoring
- Microsoft Office
- Mutual Funds
- Negotiation
- Plan Compliance
- Plan Design
- Profit Sharing
- Project Management
- Public Speaking
- Qualified Retirement Plans
- Regulatory Guidelines
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Sales
- Securities
- Securities License
- Senior Stakeholder Management
- Series 6
- Series 63
- Series 65
- Series 7
- Stakeholder Mapping
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Tax-Exempt Market
- Wealth Management
Jay Washington Summary
- Jay Washington, based in Wilmington, DE, US, is currently a External Client Advisor Retirement Northeast Region - Vice President at JPMorganChase. Jay Washington brings experience from previous roles at LeafHouse, Voya Financial and Dietrich. Jay Washington holds a 2006 - 2007 Certificate in Financial Planning and Services @ Virginia Commonwealth University - School of Business. With a robust skill set that includes 401k, 403(b), Annuities, Annuity Strategies, Asset and more. Jay Washington has 2 emails and 5 mobile phone numbers on RocketReach.
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