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 @ Convergence Financial
2019 - 2023 Area Vice President, Regional Director - Business Development @ LPL Financial
2018 - 2019 Regional Sales Director @ BMO Global Asset Management - Canada
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2009 - 2018 Regional Vice President of Mutual Fund Sales @ Nationwide Financial
2008 - 2009 Regional Sales Director, Vice President @ Virtus Investment Partners
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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

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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.

Jay Watz Emails

Found 5 emails

Jay Watz Phone Numbers

Found 2 phone numbers

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Others Named Jay Watz

Jay Watz

Director Business Development at Convergence Financial

St. Louis, MO, US
5
- sbcglobal.net
- gmail.com
- hotmail.com
- bellsouth.net
- convergence-financial.com
2
- +1 314-843-XXXX
- +1 314-304-XXXX

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Top Convergence Financial Employees

Tyler Hoffmann

Financial Advisor and President of Convergence Financial at Convergence Financial

Columbia, MO, US
1
- convergence-financial.com
1
- +1 636-236-XXXX
Mark Brooks

Director of Wealth Management and Financial Advisor at Convergence Financial

Columbia, MO, US
2
- gmail.com
- convergence-financial.com
4
- +1 703-254-XXXX
- +1 573-875-XXXX
- +1 703-254-XXXX
- +1 703-283-XXXX
Brian Jackson

Director of Marketing at Convergence Financial

Columbia, MO, US
4
- gmail.com
- yahoo.com
- hotmail.com
- convergence-financial.com
5+
- +1 573-886-XXXX
- +1 501-392-XXXX
- +1 573-219-XXXX
- +1 573-514-XXXX
- +1 501-765-XXXX
- +1 941-268-XXXX
John Stansfield

Director of Investments at Convergence Financial

Columbia, MO, US
2
- convergence-financial.com
- missouri.edu
5
- +1 573-882-XXXX
- +1 573-882-XXXX
- +1 573-442-XXXX
- +1 765-966-XXXX
- +1 573-819-XXXX
Jay Watz

Director Business Development at Convergence Financial

St. Louis, MO, US
5
- sbcglobal.net
- gmail.com
- hotmail.com
- bellsouth.net
- convergence-financial.com
2
- +1 314-843-XXXX
- +1 314-304-XXXX
Marc Neighbor

Wealth Advisor at Convergence Financial

Kansas City, MO, US
1
- convergence-financial.com
3
- +1 913-385-XXXX
- +1 913-484-XXXX
- +1 813-967-XXXX
Gunnison Heine

Trading Services Associate at Convergence Financial

Columbia, MO, US
1
- convergence-financial.com

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