Jay Watz Email & Phone Number
Director Business Development @ Convergence Financial
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Jay Watz Location
- St. Louis, MO, US
Jay Watz Work
- 2023 - now Director Business Development @
- 2019 - 2023 Area Vice President, Regional Director - Business Development @
- 2018 - 2019 Regional Sales Director @
- 2009 - 2018 Regional Vice President of Mutual Fund Sales @
- 2008 - 2009 Regional Sales Director, Vice President @
Jay Watz Education
- Missouri State University
Bachelor of Science - BS (Communications Management)
Jay Watz Skills
- Mutual Funds
- Series 63
- Separately Managed Accounts
- Asset Allocation
- Series 65
- ETFs
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Wealth Management
- Asset Managment
- Investments
- Fixed Annuities
- Equities
- Retirement Planning
- Portfolio Management
- Fixed Income
- Managing Accounts
- Securities
- Financial Services
- 401k
- Investment Management
- 401(k) Retirement Savings Plans
- Asset Management
- Certified Investment Management Analyst
- Financial Advisory
- Sales
- Capital Markets
- Leadership
- Trading
- Financial Planning
Jay Watz Summary
- Jay Watz, based in St. Louis, MO, US, is currently a Director Business Development at Convergence Financial. Jay Watz brings experience from previous roles at LPL Financial, BMO Global Asset Management U.S., Nationwide Financial and Virtus Investment Partners. Jay Watz holds a Bachelor of Science - BS in Communications Management @ Missouri State University. With a robust skill set that includes Mutual Funds, Series 63, Separately Managed Accounts, Asset Allocation, Series 65 and more. Jay Watz has 5 emails and 1 mobile phone numbers on RocketReach.
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