2015 -
2015 Sales Support Specialist @ Symetra Financial
2014 -
2015 Investment Advisor @ Principal Financial
2011 -
2014 Investment Advisor @
Jay Winston Education
Northeastern University
Bachelor's Degree
2004
-
2009
Jay Winston Skills
Microsoft Word
Project Management
Investments
New Business Development
Hospitality
Account Management
Retirement Planning
Retirement
Jay Winston Summary
Jay Winston, based in Kirkland, WA, US, is currently a Associate Wealth Manager at Coldstream Wealth Management. Jay Winston brings experience from previous roles at Wayfinding Financial, Merrill Edge, Merrill Lynch Wealth Management and Voya Financial. Jay Winston holds a 2004 - 2009 Bachelor's Degree @ Northeastern University. With a robust skill set that includes Microsoft Word, Project Management, Investments, New Business Development, Hospitality and more. Jay Winston has 2 emails and 1 mobile phone numbers on RocketReach.
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